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Cahill Financial Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Cahill Financial 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
2024
Q1 		– Sell
-8,988
Closed -$362K – 265
2023
Q4 		$362K Sell
8,988
-8
-0.1% -$298 0.05% 186
2023
Q3 		$329K Buy
8,996
+7
+0.1% +$272 0.05% 184
2023
Q2 		$351K Sell
8,989
-38,358
-81% -$1.43M 0.06% 182
2023
Q1 		$1.77M Sell
47,347
-34,826
-42% -$1.32M 0.31% 70
2022
Q4 		$2.98M Sell
82,173
-33,626
-29% -$1.2M 0.57% 39
2022
Q3 		$3.73M Buy
115,799
+80,770
+231% +$2.91M 0.79% 32
2022
Q2 		$1.19M Buy
+35,029
New +$1.29M 0.25% 89

Other funds holding IFRA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cahill Financial Advisors's IFRA Position: Q1 2024 in Review

Cahill Financial Advisors sold out of iShares US Infrastructure ETF (IFRA) in Q1 2024, closing a stake of 8,988 shares — an estimated $362K sold.

Cahill Financial Advisors first reported a position in IFRA in Q2 2022 and held it in 7 quarters. The position peaked at $3.73M in Q3 2022. 391 funds tracked by Wall St. Rank hold IFRA as of Q1 2024.

  • Cahill Financial Advisors reported no remaining iShares US Infrastructure ETF position as of Q1 2024 after selling out during the quarter.
  • Cahill Financial Advisors sold 8,988 iShares US Infrastructure ETF shares in Q1 2024, an estimated $362K.
  • Cahill Financial Advisors first reported a position in iShares US Infrastructure ETF in Q2 2022 and held it in 7 quarters.
  • Cahill Financial Advisors's iShares US Infrastructure ETF position peaked at $3.73M in Q3 2022.
  • 391 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2024.

Based on Cahill Financial Advisors's 13F filing for Q1 2024, filed 13 May 2024.