Cardinal Strategic Wealth Guidance’s iShares US Infrastructure ETF IFRA Stock Holding History

Cardinal Strategic Wealth Guidance’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	-28,082	Closed	-$1.3M	–	70
2024 Q4	$1.3M	Sell	28,082 -2,887	-9%	-$140K	0.41%	26
2024 Q3	$1.45M	Buy	30,969 +3,554	+13%	+$159K	0.48%	19
2024 Q2	$1.15M	Buy	27,415 +954	+4%	+$41K	0.42%	21
2024 Q1	$1.15M	Sell	26,461 -270	-1%	-$10.8K	0.43%	21
2023 Q4	$1.08M	Buy	26,731 +1,571	+6%	+$58.5K	0.43%	24
2023 Q3	$921K	Buy	25,160 +182	+0.7%	+$7.08K	0.43%	21
2023 Q2	$976K	Sell	24,978 -110	-0.4%	-$4.11K	0.43%	22
2023 Q1	$936K	Buy	25,088 +1,168	+5%	+$44.1K	0.43%	24
2022 Q4	$867K	Buy	23,920 +397	+2%	+$14.2K	0.42%	34
2022 Q3	$758K	Sell	23,523 -10,427	-31%	-$376K	0.4%	29
2022 Q2	$1.16M	Buy	+33,950	New	+$1.25M	0.59%	22

Other funds holding IFRA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's IFRA Position: Q1 2025 in Review

Cardinal Strategic Wealth Guidance sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 28,082 shares — an estimated $1.3M sold.

Cardinal Strategic Wealth Guidance first reported a position in IFRA in Q2 2022 and held it in 11 quarters. The position peaked at $1.45M in Q3 2024. 357 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

Cardinal Strategic Wealth Guidance reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 28,082 iShares US Infrastructure ETF shares in Q1 2025, an estimated $1.3M.
Cardinal Strategic Wealth Guidance first reported a position in iShares US Infrastructure ETF in Q2 2022 and held it in 11 quarters.
Cardinal Strategic Wealth Guidance's iShares US Infrastructure ETF position peaked at $1.45M in Q3 2024.
357 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2025, filed 1 May 2025.