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Cetera Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Cetera 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 		$3.65M Buy
84,276
+22,387
+36% +$899K 0.03% 570
2023
Q4 		$2.49M Buy
61,889
+561
+0.9% +$20.9K 0.03% 434
2023
Q3 		$2.24M Buy
61,328
+3,931
+7% +$153K 0.04% 430
2023
Q2 		$2.24M Buy
57,397
+2,804
+5% +$105K 0.04% 427
2023
Q1 		$2.04M Buy
54,593
+1,593
+3% +$60.2K 0.03% 444
2022
Q4 		$1.92M Buy
53,000
+30,852
+139% +$1.1M 0.03% 455
2022
Q3 		$714K Sell
22,148
-13,304
-38% -$480K 0.02% 634
2022
Q2 		$1.21M Buy
35,452
+19,982
+129% +$738K 0.03% 510
2022
Q1 		$603K Sell
15,470
-8
-0.1% -$299 0.01% 803
2021
Q4 		$592K Sell
15,478
-151
-1% -$5.54K 0.01% 818
2021
Q3 		$533K Buy
15,629
+221
+1% +$7.87K 0.01% 862
2021
Q2 		$544K Buy
+15,408
New +$552K 0.01% 789
2019
Q2 		– Sell
-1,685
Closed -$44K – 1097
2019
Q1 		$44K Buy
+1,685
New +$43.1K ﹤0.01% 988

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 $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 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 $95.2B AUM 32.92% 1-Year Est. Return

Cetera Advisors's IFRA Position: Q1 2024 in Review

Cetera Advisors increased its iShares US Infrastructure ETF (IFRA) stake by 36% in Q1 2024, buying an estimated $899K and bringing the position to 84,276 shares worth $3.65M. The position accounts for 0.03% of the portfolio, ranked #570.

Cetera Advisors first reported a position in IFRA in Q1 2019 and has held it in 13 quarters since. 392 funds tracked by Wall St. Rank hold IFRA as of Q1 2024.

  • Cetera Advisors held 84,276 shares of iShares US Infrastructure ETF worth $3.65M as of Q1 2024.
  • Cetera Advisors bought 22,387 iShares US Infrastructure ETF shares in Q1 2024, an estimated $899K.
  • iShares US Infrastructure ETF made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #570 holding.
  • Cetera Advisors first reported a position in iShares US Infrastructure ETF in Q1 2019 and has held it in 13 quarters since.
  • 392 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.