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

Atlas 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
2024 Q1	–	Sell	-18,846	Closed	-$759K	–	120
2023 Q4	$759K	Buy	18,846 +272	+1%	+$10.1K	0.36%	79
2023 Q3	$680K	Buy	18,574 +76	+0.4%	+$2.96K	0.36%	80
2023 Q2	$723K	Sell	18,498 -783	-4%	-$29.2K	0.38%	77
2023 Q1	$720K	Buy	19,281 +76	+0.4%	+$2.87K	0.43%	76
2022 Q4	$696K	Sell	19,205 -396	-2%	-$14.2K	0.32%	71
2022 Q3	$632K	Buy	19,601 +1,922	+11%	+$69.4K	0.46%	67
2022 Q2	$602K	Buy	+17,679	New	+$653K	0.41%	78

Other funds holding IFRA

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atlas Private Wealth Management's IFRA Position: Q1 2024 in Review

Atlas Private Wealth Management sold out of iShares US Infrastructure ETF (IFRA) in Q1 2024, closing a stake of 18,846 shares — an estimated $759K sold.

Atlas Private Wealth Management first reported a position in IFRA in Q2 2022 and held it in 7 quarters. The position peaked at $759K in Q4 2023. 391 funds tracked by Wall St. Rank hold IFRA as of Q1 2024.

Atlas Private Wealth Management reported no remaining iShares US Infrastructure ETF position as of Q1 2024 after selling out during the quarter.
Atlas Private Wealth Management sold 18,846 iShares US Infrastructure ETF shares in Q1 2024, an estimated $759K.
Atlas Private Wealth Management first reported a position in iShares US Infrastructure ETF in Q2 2022 and held it in 7 quarters.
Atlas Private Wealth Management's iShares US Infrastructure ETF position peaked at $759K in Q4 2023.
391 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.