West Wealth Group’s iShares US Infrastructure ETF IFRA Stock Holding History

West Wealth Group’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	$297K	Buy	4,703 +14	+0.3%	+$854	0.05%	118
2026 Q1	$268K	Sell	4,689 -200	-4%	-$11.5K	0.05%	108
2025 Q4	$257K	Sell	4,889 -204	-4%	-$10.8K	0.05%	106
2025 Q3	$273K	Sell	5,093 -707	-12%	-$36.3K	0.06%	99
2025 Q2	$292K	Sell	5,800 -176	-3%	-$8.19K	0.07%	86
2025 Q1	$270K	Sell	5,976 -68,961	-92%	-$3.22M	0.08%	81
2024 Q4	$3.47M	Buy	74,937 +4,124	+6%	+$200K	1.04%	18
2024 Q3	$3.33M	Buy	70,813 +4,791	+7%	+$214K	1.08%	16
2024 Q2	$2.78M	Sell	66,022 -67	-0.1%	-$2.88K	0.98%	18
2024 Q1	$2.87M	Buy	66,089 +4,470	+7%	+$179K	1.06%	18
2023 Q4	$2.48M	Buy	61,619 +2,411	+4%	+$89.8K	0.98%	19
2023 Q3	$2.17M	Buy	59,208 +1,116	+2%	+$43.4K	0.95%	18
2023 Q2	$2.27M	Buy	58,092 +1,918	+3%	+$71.6K	0.96%	15
2023 Q1	$2.1M	Sell	56,174 -2,274	-4%	-$85.9K	0.97%	14
2022 Q4	$2.12M	Sell	58,448 -4,066	-7%	-$146K	1.05%	17
2022 Q3	$2.02M	Sell	62,514 -18,683	-23%	-$674K	1.02%	15
2022 Q2	$2.76M	Buy	+81,197	New	+$3M	1.28%	16

Other funds holding IFRA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

West Wealth Group's IFRA Position: Q2 2026 in Review

West Wealth Group increased its iShares US Infrastructure ETF (IFRA) stake by 0.3% in Q2 2026, buying an estimated $854 and bringing the position to 4,703 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #118.

West Wealth Group first reported a position in IFRA in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.47M in Q4 2024. 427 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

West Wealth Group held 4,703 shares of iShares US Infrastructure ETF worth $297K as of Q2 2026.
West Wealth Group bought 14 iShares US Infrastructure ETF shares in Q2 2026, an estimated $854.
iShares US Infrastructure ETF made up 0.05% of West Wealth Group's portfolio in Q2 2026, its #118 holding.
West Wealth Group first reported a position in iShares US Infrastructure ETF in Q2 2022 and has held it in 17 quarters since.
West Wealth Group's iShares US Infrastructure ETF position peaked at $3.47M in Q4 2024.
427 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.