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Atlantic Edge Private Wealth Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Atlantic Edge Private 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
-100
Closed -$4.63K – 506
2024
Q4 		$4.63K Hold
100
– – ﹤0.01% 397
2024
Q3 		$4.7K Hold
100
– – ﹤0.01% 407
2024
Q2 		$4.21K Hold
100
– – ﹤0.01% 389
2024
Q1 		$4.34K Hold
100
– – ﹤0.01% 397
2023
Q4 		$4.03K Buy
+100
New +$3.72K ﹤0.01% 383

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atlantic Edge Private Wealth Management's IFRA Position: Q1 2025 in Review

Atlantic Edge Private Wealth Management sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 100 shares — an estimated $4.63K sold.

Atlantic Edge Private Wealth Management first reported a position in IFRA in Q4 2023 and held it in 5 quarters. The position peaked at $4.7K in Q3 2024. 361 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

  • Atlantic Edge Private Wealth Management reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 100 iShares US Infrastructure ETF shares in Q1 2025, an estimated $4.63K.
  • Atlantic Edge Private Wealth Management first reported a position in iShares US Infrastructure ETF in Q4 2023 and held it in 5 quarters.
  • Atlantic Edge Private Wealth Management's iShares US Infrastructure ETF position peaked at $4.7K in Q3 2024.
  • 361 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.