C1AG
IFRA icon

Client 1st Advisory Group’s iShares US Infrastructure ETF IFRA Stock Holding History

Client 1st Advisory Group’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
2026
Q2 		$2.68M Buy
42,545
+3,261
+8% +$199K 0.72% 28
2026
Q1 		$2.25M Buy
39,284
+6,011
+18% +$346K 0.68% 27
2025
Q4 		$1.75M Buy
33,273
+2,275
+7% +$120K 0.55% 29
2025
Q3 		$1.64M Buy
30,998
+4,391
+17% +$225K 0.54% 29
2025
Q2 		$1.31M Buy
26,607
+1,442
+6% +$67.1K 0.47% 33
2025
Q1 		$1.13M Buy
25,165
+4,732
+23% +$221K 0.44% 36
2024
Q4 		$946K Buy
20,433
+7,604
+59% +$368K 0.36% 43
2024
Q3 		$603K Buy
12,829
+2,326
+22% +$104K 0.24% 49
2024
Q2 		$442K Buy
10,503
+1,831
+21% +$78.7K 0.19% 66
2024
Q1 		$376K Sell
8,672
-126
-1% -$5.06K 0.17% 71
2023
Q4 		$354K Sell
8,798
-1,748
-17% -$65.1K 0.17% 69
2023
Q3 		$386K Sell
10,546
-819
-7% -$31.8K 0.2% 62
2023
Q2 		$444K Sell
11,365
-1,089
-9% -$40.7K 0.23% 57
2023
Q1 		$465K Buy
12,454
+4,282
+52% +$162K 0.25% 52
2022
Q4 		$296K Buy
+8,172
New +$292K 0.17% 68

Other funds holding IFRA

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WF
Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return