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Advisory Resource Group’s iShares US Infrastructure ETF IFRA Stock Holding History

Advisory Resource Group’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
2021
Q4 		– Sell
-42,135
Closed -$1.44M – 150
2021
Q3 		$1.44M Buy
42,135
+1,085
+3% +$38.6K 0.53% 45
2021
Q2 		$1.45M Buy
41,050
+11,694
+40% +$419K 0.58% 43
2021
Q1 		$1.02M Buy
+29,356
New +$945K 0.48% 42

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Mirabella Financial Services
Mirabella Financial Services London, United Kingdom $590M AUM 11.53% 1-Year Est. Return
Advocacy Wealth Management Services
Advocacy Wealth Management Services Atlanta, Georgia $2.78B AUM 12.84% 1-Year Est. Return

Advisory Resource Group's IFRA Position: Q4 2021 in Review

Advisory Resource Group sold out of iShares US Infrastructure ETF (IFRA) in Q4 2021, closing a stake of 42,135 shares — an estimated $1.44M sold.

Advisory Resource Group first reported a position in IFRA in Q1 2021 and held it in 3 quarters. The position peaked at $1.45M in Q2 2021. 143 funds tracked by Wall St. Rank hold IFRA as of Q4 2021.

  • Advisory Resource Group reported no remaining iShares US Infrastructure ETF position as of Q4 2021 after selling out during the quarter.
  • Advisory Resource Group sold 42,135 iShares US Infrastructure ETF shares in Q4 2021, an estimated $1.44M.
  • Advisory Resource Group first reported a position in iShares US Infrastructure ETF in Q1 2021 and held it in 3 quarters.
  • Advisory Resource Group's iShares US Infrastructure ETF position peaked at $1.45M in Q2 2021.
  • 143 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2021.

Based on Advisory Resource Group's 13F filing for Q4 2021, filed 8 Feb 2022.