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Alera Investment Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Alera Investment 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
Q3 		$5.56M Buy
118,270
+2,001
+2% +$89.3K 0.65% 31
2024
Q2 		$4.9M Buy
+116,269
New +$5M 0.59% 33

Other funds holding IFRA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 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 $95.2B AUM 32.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Alera Investment Advisors's IFRA Position: Q3 2024 in Review

Alera Investment Advisors increased its iShares US Infrastructure ETF (IFRA) stake by 1.7% in Q3 2024, buying an estimated $89.3K and bringing the position to 118,270 shares worth $5.56M. The position accounts for 0.65% of the portfolio, ranked #31.

Alera Investment Advisors first reported a position in IFRA in Q2 2024 and has held it in 2 quarters since. 423 funds tracked by Wall St. Rank hold IFRA as of Q3 2024.

  • Alera Investment Advisors held 118,270 shares of iShares US Infrastructure ETF worth $5.56M as of Q3 2024.
  • Alera Investment Advisors bought 2,001 iShares US Infrastructure ETF shares in Q3 2024, an estimated $89.3K.
  • iShares US Infrastructure ETF made up 0.65% of Alera Investment Advisors's portfolio in Q3 2024, its #31 holding.
  • Alera Investment Advisors first reported a position in iShares US Infrastructure ETF in Q2 2024 and has held it in 2 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.