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Adapt Wealth Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Adapt Wealth Advisors’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
-29,739
Closed -$1.4M – 73
2024
Q3 		$1.4M Sell
29,739
-17,989
-38% -$803K 0.75% 28
2024
Q2 		$2.01M Sell
47,728
-18,772
-28% -$807K 1.26% 25
2024
Q1 		$2.88M Buy
+66,500
New +$2.67M 2.05% 18

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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 $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Adapt Wealth Advisors's IFRA Position: Q4 2024 in Review

Adapt Wealth Advisors sold out of iShares US Infrastructure ETF (IFRA) in Q4 2024, closing a stake of 29,739 shares — an estimated $1.4M sold.

Adapt Wealth Advisors first reported a position in IFRA in Q1 2024 and held it in 3 quarters. The position peaked at $2.88M in Q1 2024. 458 funds tracked by Wall St. Rank hold IFRA as of Q4 2024.

  • Adapt Wealth Advisors reported no remaining iShares US Infrastructure ETF position as of Q4 2024 after selling out during the quarter.
  • Adapt Wealth Advisors sold 29,739 iShares US Infrastructure ETF shares in Q4 2024, an estimated $1.4M.
  • Adapt Wealth Advisors first reported a position in iShares US Infrastructure ETF in Q1 2024 and held it in 3 quarters.
  • Adapt Wealth Advisors's iShares US Infrastructure ETF position peaked at $2.88M in Q1 2024.
  • 458 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2024.

Based on Adapt Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.