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

Avior 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
-571
Closed -$26.5K – 1496
2024
Q4 		$26.5K Buy
571
+43
+8% +$2.08K ﹤0.01% 1350
2024
Q3 		$24.8K Sell
528
-71
-12% -$3.17K ﹤0.01% 1332
2024
Q2 		$25.2K Buy
599
+36
+6% +$1.55K ﹤0.01% 1299
2024
Q1 		$24.4K Buy
563
+77
+16% +$3.09K ﹤0.01% 1518
2023
Q4 		$19.6K Sell
486
-42
-8% -$1.56K ﹤0.01% 892
2023
Q3 		$19.3K Sell
528
-25
-5% -$972 ﹤0.01% 943
2023
Q2 		$21.6K Buy
553
+311
+129% +$11.6K ﹤0.01% 923
2023
Q1 		$9.04K Buy
242
+139
+135% +$5.25K ﹤0.01% 1068
2022
Q4 		$3.77K Sell
103
-92
-47% -$3.29K ﹤0.01% 989
2022
Q3 		$6K Buy
195
+93
+91% +$3.36K ﹤0.01% 918
2022
Q2 		$3K Hold
102
– – ﹤0.01% 913
2022
Q1 		$3K Buy
102
+1
+1% +$37 ﹤0.01% 950
2021
Q4 		$3K Sell
101
-100
-50% -$3.67K ﹤0.01% 938
2021
Q3 		$6K Buy
+201
New +$7.15K ﹤0.01% 827

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

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

Avior Wealth Management sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 571 shares — an estimated $26.5K sold.

Avior Wealth Management first reported a position in IFRA in Q3 2021 and held it in 14 quarters. The position peaked at $26.5K in Q4 2024. 360 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

  • Avior Wealth Management reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 571 iShares US Infrastructure ETF shares in Q1 2025, an estimated $26.5K.
  • Avior Wealth Management first reported a position in iShares US Infrastructure ETF in Q3 2021 and held it in 14 quarters.
  • Avior Wealth Management's iShares US Infrastructure ETF position peaked at $26.5K in Q4 2024.
  • 360 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.