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

AllSquare Wealth Management’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	-5	Closed	-$231	–	546
2024 Q4	$231	Hold	5	–	–	﹤0.01%	516
2024 Q3	$235	Hold	5	–	–	﹤0.01%	520
2024 Q2	$211	Hold	5	–	–	﹤0.01%	514
2024 Q1	$217	Hold	5	–	–	﹤0.01%	513
2023 Q4	$201	Hold	5	–	–	﹤0.01%	512
2023 Q3	$183	Hold	5	–	–	﹤0.01%	519
2023 Q2	$181	Hold	5	–	–	﹤0.01%	539
2023 Q1	$187	Buy	+5	New	+$189	﹤0.01%	533
2021 Q3	–	Sell	-200	Closed	-$7K	–	493
2021 Q2	$7K	Hold	200	–	–	﹤0.01%	414
2021 Q1	$7K	Buy	+200	New	+$6.43K	﹤0.01%	401

Other funds holding IFRA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AllSquare Wealth Management's IFRA Position: Q1 2025 in Review

AllSquare Wealth Management sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 5 shares — an estimated $231 sold.

AllSquare Wealth Management first reported a position in IFRA in Q1 2021 and held it in 10 quarters. The position peaked at $7K in Q2 2021. 361 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

AllSquare Wealth Management reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
AllSquare Wealth Management sold 5 iShares US Infrastructure ETF shares in Q1 2025, an estimated $231.
AllSquare Wealth Management first reported a position in iShares US Infrastructure ETF in Q1 2021 and held it in 10 quarters.
AllSquare Wealth Management's iShares US Infrastructure ETF position peaked at $7K in Q2 2021.
361 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

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