AWM
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Able Wealth Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Able 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
Q3 		– Sell
-5,869
Closed -$247K – 92
2024
Q2 		$247K Sell
5,869
-2,864
-33% -$123K 0.2% 71
2024
Q1 		$379K Sell
8,733
-2,304
-21% -$92.5K 0.33% 49
2023
Q4 		$444K Buy
+11,037
New +$411K 0.4% 44

Other funds holding IFRA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Able Wealth Management's IFRA Position: Q3 2024 in Review

Able Wealth Management sold out of iShares US Infrastructure ETF (IFRA) in Q3 2024, closing a stake of 5,869 shares — an estimated $247K sold.

Able Wealth Management first reported a position in IFRA in Q4 2023 and held it in 3 quarters. The position peaked at $444K in Q4 2023. 423 funds tracked by Wall St. Rank hold IFRA as of Q3 2024.

  • Able Wealth Management reported no remaining iShares US Infrastructure ETF position as of Q3 2024 after selling out during the quarter.
  • Able Wealth Management sold 5,869 iShares US Infrastructure ETF shares in Q3 2024, an estimated $247K.
  • Able Wealth Management first reported a position in iShares US Infrastructure ETF in Q4 2023 and held it in 3 quarters.
  • Able Wealth Management's iShares US Infrastructure ETF position peaked at $444K in Q4 2023.
  • 423 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2024.

Based on Able Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.