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AJ Wealth Strategies’s iShares US Infrastructure ETF IFRA Stock Holding History

AJ Wealth Strategies’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
Q3 		– Sell
-9,638
Closed -$340K – 296
2021
Q2 		$340K Hold
9,638
– – 0.02% 218
2021
Q1 		$334K Buy
+9,638
New +$310K 0.02% 202

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIAG
Safeguard Investment Advisory Group Corona, California $433M AUM 33.48% 1-Year Est. Return

AJ Wealth Strategies's IFRA Position: Q3 2021 in Review

AJ Wealth Strategies sold out of iShares US Infrastructure ETF (IFRA) in Q3 2021, closing a stake of 9,638 shares — an estimated $340K sold.

AJ Wealth Strategies first reported a position in IFRA in Q1 2021 and held it in 2 quarters. The position peaked at $340K in Q2 2021. 121 funds tracked by Wall St. Rank hold IFRA as of Q3 2021.

  • AJ Wealth Strategies reported no remaining iShares US Infrastructure ETF position as of Q3 2021 after selling out during the quarter.
  • AJ Wealth Strategies sold 9,638 iShares US Infrastructure ETF shares in Q3 2021, an estimated $340K.
  • AJ Wealth Strategies first reported a position in iShares US Infrastructure ETF in Q1 2021 and held it in 2 quarters.
  • AJ Wealth Strategies's iShares US Infrastructure ETF position peaked at $340K in Q2 2021.
  • 121 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2021.

Based on AJ Wealth Strategies's 13F filing for Q3 2021, filed 20 Oct 2021.