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

Advocacy Wealth Management Services’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
2025
Q1 		– Sell
-217,916
Closed -$10.1M – 58
2024
Q4 		$10.1M Buy
217,916
+9,607
+5% +$465K 0.77% 23
2024
Q3 		$9.78M Buy
208,309
+735
+0.4% +$32.8K 0.77% 20
2024
Q2 		$8.74M Buy
207,574
+18,614
+10% +$800K 0.72% 21
2024
Q1 		$8.19M Sell
188,960
-34,277
-15% -$1.38M 0.7% 23
2023
Q4 		$8.99M Sell
223,237
-420,329
-65% -$15.7M 0.85% 27
2023
Q3 		$23.5M Buy
643,566
+20,983
+3% +$816K 2.62% 14
2023
Q2 		$24.3M Buy
622,583
+25,893
+4% +$967K 2.78% 13
2023
Q1 		$22.3M Buy
596,690
+76,387
+15% +$2.88M 2.7% 13
2022
Q4 		$18.9M Buy
520,303
+45,720
+10% +$1.64M 2.49% 13
2022
Q3 		$16.1M Buy
474,583
+28,384
+6% +$1.02M 2.36% 12
2022
Q2 		$15.2M Buy
446,199
+31,704
+8% +$1.17M 2.44% 11
2022
Q1 		$16.3M Buy
414,495
+287,064
+225% +$10.7M 2.84% 10
2021
Q4 		$4.87M Buy
127,431
+6,868
+6% +$252K 0.82% 14
2021
Q3 		$4.11M Buy
120,563
+5,328
+5% +$190K 0.74% 15
2021
Q2 		$4.07M Sell
115,235
-4,110
-3% -$147K 0.75% 16
2021
Q1 		$4.16M Buy
+119,345
New +$3.84M 0.83% 19

Other funds holding IFRA

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
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Advocacy Wealth Management Services's IFRA Position: Q1 2025 in Review

Advocacy Wealth Management Services sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 217,916 shares — an estimated $10.1M sold.

Advocacy Wealth Management Services first reported a position in IFRA in Q1 2021 and held it in 16 quarters. The position peaked at $24.3M in Q2 2023. 360 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

  • Advocacy Wealth Management Services reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 217,916 iShares US Infrastructure ETF shares in Q1 2025, an estimated $10.1M.
  • Advocacy Wealth Management Services first reported a position in iShares US Infrastructure ETF in Q1 2021 and held it in 16 quarters.
  • Advocacy Wealth Management Services's iShares US Infrastructure ETF position peaked at $24.3M in Q2 2023.
  • 360 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2025, filed 6 May 2025.