Certus Wealth Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Certus Wealth Management’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	-18,765	Closed	-$897K	–	54
2024 Q4	$897K	Sell	18,765 -771	-4%	-$37.3K	0.6%	32
2024 Q3	$918K	Buy	19,536 +631	+3%	+$28.2K	0.64%	32
2024 Q2	$796K	Buy	18,905 +4,653	+33%	+$200K	0.6%	36
2024 Q1	$612K	Sell	14,252 -801	-5%	-$32.2K	0.49%	37
2023 Q4	$606K	Buy	15,053 +420	+3%	+$15.6K	0.51%	39
2023 Q3	$535K	Buy	14,633 +7,887	+117%	+$307K	0.51%	39
2023 Q2	$264K	Buy	+6,746	New	+$252K	0.26%	55

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

Certus Wealth Management's IFRA Position: Q1 2025 in Review

Certus Wealth Management sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 18,765 shares — an estimated $897K sold.

Certus Wealth Management first reported a position in IFRA in Q2 2023 and held it in 7 quarters. The position peaked at $918K in Q3 2024. 357 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

Certus Wealth Management reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
Certus Wealth Management sold 18,765 iShares US Infrastructure ETF shares in Q1 2025, an estimated $897K.
Certus Wealth Management first reported a position in iShares US Infrastructure ETF in Q2 2023 and held it in 7 quarters.
Certus Wealth Management's iShares US Infrastructure ETF position peaked at $918K in Q3 2024.
357 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Certus Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.