Carson Wealth (CWM LLC)’s iShares US Infrastructure ETF IFRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.64M | Sell |
46,225
-2,574
| -5% | -$148K | 0.01% | 1078 |
|
|
2025
Q4 | $2.57M | Sell |
48,799
-7,585
| -13% | -$401K | 0.01% | 1050 |
|
|
2025
Q3 | $2.98M | Sell |
56,384
-16,228
| -22% | -$833K | 0.01% | 923 |
|
|
2025
Q2 | $3.57M | Sell |
72,612
-19,530
| -21% | -$909K | 0.01% | 703 |
|
|
2025
Q1 | $4.15M | Sell |
92,142
-794,760
| -90% | -$37.1M | 0.02% | 582 |
|
|
2024
Q4 | $41.1M | Buy |
886,902
+6,378
| +0.7% | +$309K | 0.17% | 108 |
|
|
2024
Q3 | $41.4M | Buy |
880,524
+13,426
| +2% | +$599K | 0.18% | 110 |
|
|
2024
Q2 | $36.5M | Sell |
867,098
-57,951
| -6% | -$2.49M | 0.17% | 121 |
|
|
2024
Q1 | $40.1M | Buy |
925,049
+37,647
| +4% | +$1.51M | 0.2% | 103 |
|
|
2023
Q4 | $35.7M | Buy |
887,402
+25,254
| +3% | +$940K | 0.19% | 101 |
|
|
2023
Q3 | $31.5M | Buy |
862,148
+28,040
| +3% | +$1.09M | 0.19% | 107 |
|
|
2023
Q2 | $32.6M | Buy |
834,108
+73,337
| +10% | +$2.74M | 0.2% | 91 |
|
|
2023
Q1 | $28.4M | Sell |
760,771
-30,615
| -4% | -$1.16M | 0.19% | 110 |
|
|
2022
Q4 | $28.7M | Sell |
791,386
-13,635
| -2% | -$488K | 0.21% | 102 |
|
|
2022
Q3 | $26M | Buy |
805,021
+37,786
| +5% | +$1.36M | 0.21% | 100 |
|
|
2022
Q2 | $26.1M | Buy |
767,235
+766,289
| +81,003% | +$28.3M | 0.2% | 101 |
|
|
2022
Q1 | $37K | Hold |
946
| – | – | ﹤0.01% | 1750 |
|
|
2021
Q4 | $36K | Buy |
+946
| New | +$34.7K | ﹤0.01% | 1710 |
|
|
2021
Q2 | $33K | Hold |
946
| – | – | ﹤0.01% | 1568 |
|
|
2021
Q1 | $33K | Hold |
946
| – | – | ﹤0.01% | 1568 |
|
|
2020
Q4 | $33K | Hold |
946
| – | – | ﹤0.01% | 1568 |
|
|
2020
Q3 | $33K | Hold |
946
| – | – | ﹤0.01% | 1568 |
|
|
2020
Q2 | $33K | Hold |
946
| – | – | ﹤0.01% | 1568 |
|
|
2020
Q1 | $33K | Hold |
946
| – | – | ﹤0.01% | 1568 |
|
|
2019
Q4 | $33K | Hold |
946
| – | – | ﹤0.01% | 1568 |
|
|
2019
Q3 | $33K | Hold |
946
| – | – | ﹤0.01% | 1568 |
|
|
2019
Q2 | $33K | Hold |
946
| – | – | ﹤0.01% | 1568 |
|
|
2019
Q1 | $33K | Buy |
+946
| New | +$24.2K | ﹤0.01% | 1568 |
|
Other funds holding IFRA
WBG
WFA