4J Wealth Management’s iShares US Infrastructure ETF IFRA Stock Holding History

4J 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
2024 Q2	–	Sell	-19,008	Closed	-$824K	–	88
2024 Q1	$824K	Buy	19,008 +1,355	+8%	+$54.4K	0.71%	30
2023 Q4	$711K	Buy	17,653 +828	+5%	+$30.8K	0.65%	35
2023 Q3	$616K	Buy	16,825 +636	+4%	+$24.7K	0.61%	37
2023 Q2	$633K	Sell	16,189 -152	-0.9%	-$5.68K	0.61%	38
2023 Q1	$610K	Buy	16,341 +395	+2%	+$14.9K	0.65%	35
2022 Q4	$578K	Buy	15,946 +309	+2%	+$11.1K	0.67%	34
2022 Q3	$504K	Buy	15,637 +50	+0.3%	+$1.8K	0.65%	34
2022 Q2	$531K	Buy	+15,587	New	+$576K	0.67%	35

Other funds holding IFRA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

4J Wealth Management's IFRA Position: Q2 2024 in Review

4J Wealth Management sold out of iShares US Infrastructure ETF (IFRA) in Q2 2024, closing a stake of 19,008 shares — an estimated $824K sold.

4J Wealth Management first reported a position in IFRA in Q2 2022 and held it in 8 quarters. The position peaked at $824K in Q1 2024. 405 funds tracked by Wall St. Rank hold IFRA as of Q2 2024.

4J Wealth Management reported no remaining iShares US Infrastructure ETF position as of Q2 2024 after selling out during the quarter.
4J Wealth Management sold 19,008 iShares US Infrastructure ETF shares in Q2 2024, an estimated $824K.
4J Wealth Management first reported a position in iShares US Infrastructure ETF in Q2 2022 and held it in 8 quarters.
4J Wealth Management's iShares US Infrastructure ETF position peaked at $824K in Q1 2024.
405 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2024.

Based on 4J Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.