Arete Wealth Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Arete Wealth 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
2025 Q1	–	Sell	-9,960	Closed	-$461K	–	754
2024 Q4	$461K	Buy	9,960 +839	+9%	+$40.6K	0.03%	434
2024 Q3	$428K	Sell	9,121 -1,808	-17%	-$80.7K	0.04%	411
2024 Q2	$460K	Buy	10,929 +248	+2%	+$10.7K	0.04%	413
2024 Q1	$463K	Sell	10,681 -293	-3%	-$11.8K	0.04%	301
2023 Q4	$442K	Buy	10,974 +273	+3%	+$10.2K	0.03%	428
2023 Q3	$392K	Buy	10,701 +3,337	+45%	+$130K	0.07%	282
2023 Q2	$288K	Buy	7,364 +255	+4%	+$9.52K	0.03%	507
2023 Q1	$265K	Sell	7,109 -178	-2%	-$6.72K	0.02%	508
2022 Q4	$264K	Sell	7,287 -1,458	-17%	-$52.2K	0.02%	491
2022 Q3	$282K	Buy	+8,745	New	+$316K	0.03%	420

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

Arete Wealth Advisors's IFRA Position: Q1 2025 in Review

Arete Wealth Advisors sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 9,960 shares — an estimated $461K sold.

Arete Wealth Advisors first reported a position in IFRA in Q3 2022 and held it in 10 quarters. The position peaked at $463K in Q1 2024. 360 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

Arete Wealth Advisors reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
Arete Wealth Advisors sold 9,960 iShares US Infrastructure ETF shares in Q1 2025, an estimated $461K.
Arete Wealth Advisors first reported a position in iShares US Infrastructure ETF in Q3 2022 and held it in 10 quarters.
Arete Wealth Advisors's iShares US Infrastructure ETF position peaked at $463K in Q1 2024.
360 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.