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Wharton Business Group’s iShares US Infrastructure ETF IFRA Stock Holding History

Wharton Business 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 		$100M Sell
1,592,700
-130,325
-8% -$7.95M 3.36% 9
2026
Q1 		$98.6M Buy
1,723,025
+8,125
+0.5% +$467K 3.72% 9
2025
Q4 		$90.2M Sell
1,714,900
-240
-0% -$12.7K 3.43% 9
2025
Q3 		$90.6M Buy
1,715,140
+19,360
+1% +$993K 3.96% 8
2025
Q2 		$83.4M Buy
1,695,780
+38,905
+2% +$1.81M 3.52% 9
2025
Q1 		$74.7M Buy
1,656,875
+97,475
+6% +$4.55M 3.38% 10
2024
Q4 		$72.2M Buy
1,559,400
+57,600
+4% +$2.79M 3.26% 9
2024
Q3 		$70.5M Buy
1,501,800
+409,880
+38% +$18.3M 3.17% 10
2024
Q2 		$46M Buy
1,091,920
+10,475
+1% +$450K 2.38% 13
2024
Q1 		$46.9M Buy
1,081,445
+252,975
+31% +$10.2M 2.26% 12
2023
Q4 		$33.4M Sell
828,470
-240,480
-22% -$8.95M 1.68% 16
2023
Q3 		$39.1M Buy
1,068,950
+707,935
+196% +$27.5M 2.17% 12
2023
Q2 		$14.1M Buy
361,015
+2,260
+0.6% +$84.4K 0.93% 28
2023
Q1 		$13.4M Buy
358,755
+5,035
+1% +$190K 0.8% 31
2022
Q4 		$12.8M Sell
353,720
-132,455
-27% -$4.74M 0.74% 32
2022
Q3 		$15.7M Buy
+486,175
New +$17.5M 1.06% 26

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
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
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Wharton Business Group's IFRA Position: Q2 2026 in Review

Wharton Business Group reduced its iShares US Infrastructure ETF (IFRA) stake by 7.6% in Q2 2026, selling an estimated $7.95M and leaving 1,592,700 shares worth $100M. The position accounts for 3.36% of the portfolio, ranked #9.

Wharton Business Group first reported a position in IFRA in Q3 2022 and has held it in 16 quarters since. 427 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

  • Wharton Business Group held 1,592,700 shares of iShares US Infrastructure ETF worth $100M as of Q2 2026.
  • Wharton Business Group sold 130,325 iShares US Infrastructure ETF shares in Q2 2026, an estimated $7.95M.
  • iShares US Infrastructure ETF made up 3.36% of Wharton Business Group's portfolio in Q2 2026, its #9 holding.
  • Wharton Business Group first reported a position in iShares US Infrastructure ETF in Q3 2022 and has held it in 16 quarters since.
  • 427 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.