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

BDO 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
2023 Q2	$3.91K	Hold	100	–	–	﹤0.01%	800
2023 Q1	$3.73K	Hold	100	–	–	﹤0.01%	836
2022 Q4	$3.63K	Hold	100	–	–	﹤0.01%	803
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	882
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	850
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	853
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	862
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	911
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	899
2021 Q1	$3K	Buy	+100	New	+$3.22K	﹤0.01%	937

Other funds holding IFRA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

BDO Wealth Advisors's IFRA Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares US Infrastructure ETF (IFRA) position steady in Q2 2023 at 100 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

BDO Wealth Advisors first reported a position in IFRA in Q1 2021 and has held it in 10 quarters since. The position peaked at $4K in Q1 2022. 324 funds tracked by Wall St. Rank hold IFRA as of Q2 2023.

BDO Wealth Advisors held 100 shares of iShares US Infrastructure ETF worth $3.91K as of Q2 2023.
BDO Wealth Advisors left its iShares US Infrastructure ETF share count unchanged in Q2 2023.
iShares US Infrastructure ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #800 holding.
BDO Wealth Advisors first reported a position in iShares US Infrastructure ETF in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's iShares US Infrastructure ETF position peaked at $4K in Q1 2022.
324 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.