Buttonwood Financial Group’s iShares US Infrastructure ETF IFRA Stock Holding History

Buttonwood Financial Group’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	-56,693	Closed	-$2.75M	–	30
2024 Q4	$2.75M	Buy	56,693 +1,086	+2%	+$52.6K	1.52%	13
2024 Q3	$2.61M	Buy	55,607 +134	+0.2%	+$5.98K	1.57%	12
2024 Q2	$2.3M	Buy	55,473 +657	+1%	+$28.2K	1.31%	14
2024 Q1	$2.38M	Buy	54,816 +1,456	+3%	+$58.5K	1.41%	16
2023 Q4	$2.15M	Buy	53,360 +3,757	+8%	+$140K	1.56%	13
2023 Q3	$1.73M	Buy	49,603 +4,032	+9%	+$157K	1.26%	15
2023 Q2	$1.84M	Buy	45,571 +2,106	+5%	+$78.7K	1.59%	12
2023 Q1	$1.62M	Buy	43,465 +261	+0.6%	+$9.86K	1.62%	12
2022 Q4	$1.57M	Sell	43,204 -317	-0.7%	-$11.3K	1.42%	12
2022 Q3	$1.39M	Buy	43,521 +3,418	+9%	+$123K	1.45%	13
2022 Q2	$1.36M	Buy	+40,103	New	+$1.48M	1.33%	14

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

Buttonwood Financial Group's IFRA Position: Q1 2025 in Review

Buttonwood Financial Group sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 56,693 shares — an estimated $2.75M sold.

Buttonwood Financial Group first reported a position in IFRA in Q2 2022 and held it in 11 quarters. The position peaked at $2.75M in Q4 2024. 361 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

Buttonwood Financial Group reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
Buttonwood Financial Group sold 56,693 iShares US Infrastructure ETF shares in Q1 2025, an estimated $2.75M.
Buttonwood Financial Group first reported a position in iShares US Infrastructure ETF in Q2 2022 and held it in 11 quarters.
Buttonwood Financial Group's iShares US Infrastructure ETF position peaked at $2.75M in Q4 2024.
361 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Buttonwood Financial Group's 13F filing for Q1 2025, filed 14 Apr 2025.