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All Terrain Financial Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

All Terrain Financial 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
Q1 		– Sell
-5,551
Closed -$224K – 97
2023
Q4 		$224K Sell
5,551
-100
-2% -$3.72K 0.1% 77
2023
Q3 		$207K Hold
5,651
– – 0.1% 78
2023
Q2 		$221K Hold
5,651
– – 0.1% 75
2023
Q1 		$211K Sell
5,651
-565
-9% -$21.3K 0.1% 76
2022
Q4 		$225K Sell
6,216
-639
-9% -$22.9K 0.11% 76
2022
Q3 		$221K Hold
6,855
– – 0.12% 70
2022
Q2 		$233K Sell
6,855
-285
-4% -$10.5K 0.12% 71
2022
Q1 		$278K Hold
7,140
– – 0.13% 69
2021
Q4 		$273K Sell
7,140
-35
-0.5% -$1.28K 0.12% 65
2021
Q3 		$245K Sell
7,175
-598
-8% -$21.3K 0.11% 69
2021
Q2 		$274K Buy
+7,773
New +$278K 0.13% 66

Other funds holding IFRA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $1.47T 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 $18.1B AUM 15% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return