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Concord Wealth Partners’s iShares US Infrastructure ETF IFRA Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-15
Closed -$650 – 879
2024
Q1 		$650 Buy
+15
New +$602 ﹤0.01% 806
2022
Q1 		– Sell
-334
Closed -$13K – 1329
2021
Q4 		$13K Hold
334
– – ﹤0.01% 734
2021
Q3 		$11K Sell
334
-135
-29% -$4.8K ﹤0.01% 457
2021
Q2 		$17K Hold
469
– – ﹤0.01% 536
2021
Q1 		$16K Hold
469
– – 0.01% 511
2020
Q4 		$14K Buy
+469
New +$13.1K 0.01% 339

Other funds holding IFRA

Envestnet Asset Management
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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 19.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Concord Wealth Partners's IFRA Position: Q2 2024 in Review

Concord Wealth Partners sold out of iShares US Infrastructure ETF (IFRA) in Q2 2024, closing a stake of 15 shares — an estimated $650 sold.

Concord Wealth Partners first reported a position in IFRA in Q4 2020 and held it in 6 quarters. The position peaked at $17K in Q2 2021. 405 funds tracked by Wall St. Rank hold IFRA as of Q2 2024.

  • Concord Wealth Partners reported no remaining iShares US Infrastructure ETF position as of Q2 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 15 iShares US Infrastructure ETF shares in Q2 2024, an estimated $650.
  • Concord Wealth Partners first reported a position in iShares US Infrastructure ETF in Q4 2020 and held it in 6 quarters.
  • Concord Wealth Partners's iShares US Infrastructure ETF position peaked at $17K in Q2 2021.
  • 405 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.