Baron Silver Stevens Financial Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Baron Silver Stevens Financial 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
2024 Q2	–	Sell	-4,630	Closed	-$201K	–	116
2024 Q1	$201K	Sell	4,630 -1,350	-23%	-$54.2K	0.04%	126
2023 Q4	$241K	Buy	5,980 +10	+0.2%	+$372	0.05%	98
2023 Q3	$218K	Buy	5,970 +11	+0.2%	+$428	0.05%	99
2023 Q2	$233K	Buy	5,959 +7	+0.1%	+$261	0.05%	98
2023 Q1	$222K	Buy	5,952 +8	+0.1%	+$302	0.06%	98
2022 Q4	$216K	Buy	+5,944	New	+$213K	0.05%	90

Other funds holding IFRA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Baron Silver Stevens Financial Advisors's IFRA Position: Q2 2024 in Review

Baron Silver Stevens Financial Advisors sold out of iShares US Infrastructure ETF (IFRA) in Q2 2024, closing a stake of 4,630 shares — an estimated $201K sold.

Baron Silver Stevens Financial Advisors first reported a position in IFRA in Q4 2022 and held it in 6 quarters. The position peaked at $241K in Q4 2023. 405 funds tracked by Wall St. Rank hold IFRA as of Q2 2024.

Baron Silver Stevens Financial Advisors reported no remaining iShares US Infrastructure ETF position as of Q2 2024 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 4,630 iShares US Infrastructure ETF shares in Q2 2024, an estimated $201K.
Baron Silver Stevens Financial Advisors first reported a position in iShares US Infrastructure ETF in Q4 2022 and held it in 6 quarters.
Baron Silver Stevens Financial Advisors's iShares US Infrastructure ETF position peaked at $241K in Q4 2023.
405 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2024.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.