Benjamin F. Edwards & Company’s iShares US Infrastructure ETF IFRA Stock Holding History

Benjamin F. Edwards & Company’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	$366K	Buy	8,691 +149	+2%	+$6.4K	0.01%	761
2024 Q1	$370K	Buy	8,542 +3,304	+63%	+$133K	0.01%	734
2023 Q4	$211K	Buy	5,238 +78	+2%	+$2.9K	﹤0.01%	868
2023 Q3	$189K	Buy	5,160 +3	+0.1%	+$117	0.01%	748
2023 Q2	$202K	Buy	5,157 +55	+1%	+$2.05K	0.01%	726
2023 Q1	$190K	Sell	5,102 -219	-4%	-$8.27K	0.01%	734
2022 Q4	$193K	Sell	5,321 -49	-0.9%	-$1.75K	0.01%	727
2022 Q3	$173K	Sell	5,370 -1,498	-22%	-$54.1K	0.01%	715
2022 Q2	$234K	Buy	6,868 +5,178	+306%	+$191K	0.01%	635
2022 Q1	$66K	Hold	1,690	–	–	﹤0.01%	955
2021 Q4	$65K	Hold	1,690	–	–	﹤0.01%	977
2021 Q3	$58K	Hold	1,690	–	–	﹤0.01%	989
2021 Q2	$60K	Buy	+1,690	New	+$60.5K	﹤0.01%	977

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

Benjamin F. Edwards & Company's IFRA Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its iShares US Infrastructure ETF (IFRA) stake by 1.7% in Q2 2024, buying an estimated $6.4K and bringing the position to 8,691 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #761.

Benjamin F. Edwards & Company first reported a position in IFRA in Q2 2021 and has held it in 13 quarters since. The position peaked at $370K in Q1 2024. 404 funds tracked by Wall St. Rank hold IFRA as of Q2 2024.

Benjamin F. Edwards & Company held 8,691 shares of iShares US Infrastructure ETF worth $366K as of Q2 2024.
Benjamin F. Edwards & Company bought 149 iShares US Infrastructure ETF shares in Q2 2024, an estimated $6.4K.
iShares US Infrastructure ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #761 holding.
Benjamin F. Edwards & Company first reported a position in iShares US Infrastructure ETF in Q2 2021 and has held it in 13 quarters since.
Benjamin F. Edwards & Company's iShares US Infrastructure ETF position peaked at $370K in Q1 2024.
404 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.