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Werba Rubin Papier Wealth Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Werba Rubin Papier Wealth Management’s Portfolio IFRA Stock Details IFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$950K Buy
15,072
+45
+0.3% +$2.75K 0.12% 107
2026
Q1 		$860K Sell
15,027
-405
-3% -$23.3K 0.12% 99
2025
Q4 		$812K Buy
15,432
+38
+0.2% +$2.01K 0.22% 71
2025
Q3 		$813K Buy
15,394
+28
+0.2% +$1.44K 0.13% 86
2025
Q2 		$756K Buy
15,366
+4
+0% +$186 0.14% 86
2025
Q1 		$692K Buy
15,362
+1,698
+12% +$79.2K 0.15% 83
2024
Q4 		$633K Buy
13,664
+3
+0% +$145 0.15% 85
2024
Q3 		$642K Sell
13,661
-446
-3% -$19.9K 0.15% 87
2024
Q2 		$594K Sell
14,107
-1,216
-8% -$52.3K 0.16% 77
2024
Q1 		$664K Sell
15,323
-145
-0.9% -$5.82K 0.19% 65
2023
Q4 		$623K Sell
15,468
-822
-5% -$30.6K 0.21% 50
2023
Q3 		$600K Sell
16,290
-96
-0.6% -$3.73K 0.21% 54
2023
Q2 		$640K Sell
16,386
-1,095
-6% -$40.9K 0.22% 53
2023
Q1 		$652K Sell
17,481
-1,554
-8% -$58.7K 0.26% 51
2022
Q4 		$690K Buy
+19,035
New +$681K 0.28% 37

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Werba Rubin Papier Wealth Management's IFRA Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its iShares US Infrastructure ETF (IFRA) stake by 0.3% in Q2 2026, buying an estimated $2.75K and bringing the position to 15,072 shares worth $950K. The position accounts for 0.12% of the portfolio, ranked #107.

Werba Rubin Papier Wealth Management first reported a position in IFRA in Q4 2022 and has held it in 15 quarters since. 427 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 15,072 shares of iShares US Infrastructure ETF worth $950K as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 45 iShares US Infrastructure ETF shares in Q2 2026, an estimated $2.75K.
  • iShares US Infrastructure ETF made up 0.12% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Werba Rubin Papier Wealth Management first reported a position in iShares US Infrastructure ETF in Q4 2022 and has held it in 15 quarters since.
  • 427 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.