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

Accel 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
2023 Q2	–	Sell	-36	Closed	-$1.34K	–	496
2023 Q1	$1.34K	Hold	36	–	–	﹤0.01%	1141
2022 Q4	$1.3K	Hold	36	–	–	﹤0.01%	941
2022 Q3	$1K	Buy	+36	New	+$1.3K	﹤0.01%	999

Other funds holding IFRA

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Accel Wealth Management's IFRA Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares US Infrastructure ETF (IFRA) in Q2 2023, closing a stake of 36 shares — an estimated $1.34K sold.

Accel Wealth Management first reported a position in IFRA in Q3 2022 and held it in 3 quarters. The position peaked at $1.34K in Q1 2023. 325 funds tracked by Wall St. Rank hold IFRA as of Q2 2023.

Accel Wealth Management reported no remaining iShares US Infrastructure ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 36 iShares US Infrastructure ETF shares in Q2 2023, an estimated $1.34K.
Accel Wealth Management first reported a position in iShares US Infrastructure ETF in Q3 2022 and held it in 3 quarters.
Accel Wealth Management's iShares US Infrastructure ETF position peaked at $1.34K in Q1 2023.
325 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.