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Beverly Hills Private Wealth’s iShares US Infrastructure ETF IFRA Stock Holding History

Beverly Hills Private Wealth’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
Q3 		– Sell
-5,488
Closed -$216K – 308
2023
Q2 		$216K Buy
+5,488
New +$205K 0.04% 303

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Osaic Holdings
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Morgan Stanley
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BlackRock
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WBG
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
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Beverly Hills Private Wealth's IFRA Position: Q3 2023 in Review

Beverly Hills Private Wealth sold out of iShares US Infrastructure ETF (IFRA) in Q3 2023, closing a stake of 5,488 shares — an estimated $216K sold.

Beverly Hills Private Wealth first reported a position in IFRA in Q2 2023 and held it in 1 quarter. The position peaked at $216K in Q2 2023. 330 funds tracked by Wall St. Rank hold IFRA as of Q3 2023.

  • Beverly Hills Private Wealth reported no remaining iShares US Infrastructure ETF position as of Q3 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 5,488 iShares US Infrastructure ETF shares in Q3 2023, an estimated $216K.
  • Beverly Hills Private Wealth first reported a position in iShares US Infrastructure ETF in Q2 2023 and held it in 1 quarter.
  • Beverly Hills Private Wealth's iShares US Infrastructure ETF position peaked at $216K in Q2 2023.
  • 330 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.