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

BlackDiamond 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	-17,082	Closed	-$791K	–	167
2024 Q4	$791K	Buy	17,082 +39	+0.2%	+$1.89K	0.46%	49
2024 Q3	$849K	Sell	17,043 -868	-5%	-$38.7K	0.51%	49
2024 Q2	$787K	Buy	17,911 +1,750	+11%	+$75.2K	0.52%	49
2024 Q1	$701K	Buy	16,161 +445	+3%	+$17.9K	0.5%	49
2023 Q4	$603K	Sell	15,716 -9	-0.1%	-$335	0.44%	50
2023 Q3	$548K	Buy	15,725 +1,263	+9%	+$49.1K	0.5%	46
2023 Q2	$584K	Buy	14,462 +407	+3%	+$15.2K	0.49%	51
2023 Q1	$521K	Buy	14,055 +73	+0.5%	+$2.76K	0.53%	43
2022 Q4	$526K	Sell	13,982 -50	-0.4%	-$1.79K	0.6%	43
2022 Q3	$485K	Sell	14,032 -4,554	-25%	-$164K	0.58%	39
2022 Q2	$651K	Buy	+18,586	New	+$686K	0.81%	31

Other funds holding IFRA

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

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

BlackDiamond Wealth Management sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 17,082 shares — an estimated $791K sold.

BlackDiamond Wealth Management first reported a position in IFRA in Q2 2022 and held it in 11 quarters. The position peaked at $849K in Q3 2024. 360 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

BlackDiamond Wealth Management reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
BlackDiamond Wealth Management sold 17,082 iShares US Infrastructure ETF shares in Q1 2025, an estimated $791K.
BlackDiamond Wealth Management first reported a position in iShares US Infrastructure ETF in Q2 2022 and held it in 11 quarters.
BlackDiamond Wealth Management's iShares US Infrastructure ETF position peaked at $849K in Q3 2024.
360 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.