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

Accurate 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
Q1 		– Sell
-82
Closed -$3.08K – 799
2022
Q4 		$3.08K Buy
+82
New +$2.93K ﹤0.01% 1110

Other funds holding IFRA

Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Accurate Wealth Management's IFRA Position: Q1 2023 in Review

Accurate Wealth Management sold out of iShares US Infrastructure ETF (IFRA) in Q1 2023, closing a stake of 82 shares — an estimated $3.08K sold.

Accurate Wealth Management first reported a position in IFRA in Q4 2022 and held it in 1 quarter. The position peaked at $3.08K in Q4 2022. 338 funds tracked by Wall St. Rank hold IFRA as of Q1 2023.

  • Accurate Wealth Management reported no remaining iShares US Infrastructure ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 82 iShares US Infrastructure ETF shares in Q1 2023, an estimated $3.08K.
  • Accurate Wealth Management first reported a position in iShares US Infrastructure ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's iShares US Infrastructure ETF position peaked at $3.08K in Q4 2022.
  • 338 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.