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

Abound 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
Q4 		– Sell
-8
Closed -$378 – 1301
2024
Q3 		$378 Buy
+8
New +$357 ﹤0.01% 924
2024
Q2 		– Sell
-7
Closed -$305 – 1237
2024
Q1 		$305 Buy
+7
New +$281 ﹤0.01% 1124
2023
Q1 		– Sell
-32
Closed -$1.16K – 733
2022
Q4 		$1.16K Sell
32
-31
-49% -$1.11K ﹤0.01% 603
2022
Q3 		$2.03K Buy
+63
New +$2.27K ﹤0.01% 480

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Abound Wealth Management's IFRA Position: Q4 2024 in Review

Abound Wealth Management sold out of iShares US Infrastructure ETF (IFRA) in Q4 2024, closing a stake of 8 shares — an estimated $378 sold.

Abound Wealth Management first reported a position in IFRA in Q3 2022 and held it in 4 quarters. The position peaked at $2.03K in Q3 2022. 463 funds tracked by Wall St. Rank hold IFRA as of Q4 2024.

  • Abound Wealth Management reported no remaining iShares US Infrastructure ETF position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 8 iShares US Infrastructure ETF shares in Q4 2024, an estimated $378.
  • Abound Wealth Management first reported a position in iShares US Infrastructure ETF in Q3 2022 and held it in 4 quarters.
  • Abound Wealth Management's iShares US Infrastructure ETF position peaked at $2.03K in Q3 2022.
  • 463 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.