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

Anchor Pointe 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
2024 Q4	$232K	Buy	+5,030	New	+$244K	0.3%	68

Other funds holding IFRA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Anchor Pointe Wealth Management's IFRA Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in iShares US Infrastructure ETF (IFRA) in Q4 2024: 5,030 shares worth $232K. The stake represents 0.3% of the portfolio and ranks #68 among its holdings.

461 funds tracked by Wall St. Rank hold IFRA as of Q4 2024.

Anchor Pointe Wealth Management held 5,030 shares of iShares US Infrastructure ETF worth $232K as of Q4 2024.
iShares US Infrastructure ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
iShares US Infrastructure ETF made up 0.3% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #68 holding.
461 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.