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Carolinas Wealth Consulting’s iShares US Infrastructure ETF IFRA Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-290
Closed -$13.1K – 441
2025
Q1 		$13.1K Hold
290
– – ﹤0.01% 502
2024
Q4 		$13.4K Hold
290
– – ﹤0.01% 516
2024
Q3 		$13.6K Hold
290
– – ﹤0.01% 522
2024
Q2 		$12.2K Hold
290
– – ﹤0.01% 535
2024
Q1 		$12.6K Hold
290
– – ﹤0.01% 533
2023
Q4 		$11.7K Hold
290
– – ﹤0.01% 516
2023
Q3 		$10.2K Hold
290
– – ﹤0.01% 515
2023
Q2 		$11.3K Hold
290
– – ﹤0.01% 574
2023
Q1 		$10.8K Hold
290
– – ﹤0.01% 594
2022
Q4 		$10.5K Buy
+290
New +$10.4K ﹤0.01% 614

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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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Carolinas Wealth Consulting's IFRA Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares US Infrastructure ETF (IFRA) in Q2 2025, closing a stake of 290 shares — an estimated $13.1K sold.

Carolinas Wealth Consulting first reported a position in IFRA in Q4 2022 and held it in 10 quarters. The position peaked at $13.6K in Q3 2024. 345 funds tracked by Wall St. Rank hold IFRA as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares US Infrastructure ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 290 iShares US Infrastructure ETF shares in Q2 2025, an estimated $13.1K.
  • Carolinas Wealth Consulting first reported a position in iShares US Infrastructure ETF in Q4 2022 and held it in 10 quarters.
  • Carolinas Wealth Consulting's iShares US Infrastructure ETF position peaked at $13.6K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.