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

Congress 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
Q2 		$7.43M Buy
150,987
+136,263
+925% +$6.34M 0.07% 309
2025
Q1 		$664K Buy
14,724
+3,385
+30% +$158K 0.01% 734
2024
Q4 		$525K Buy
11,339
+3,050
+37% +$148K 0.01% 631
2024
Q3 		$389K Sell
8,289
-3,340
-29% -$149K 0.01% 683
2024
Q2 		$490K Sell
11,629
-300
-3% -$12.9K 0.01% 536
2024
Q1 		$517K Buy
11,929
+138
+1% +$5.54K 0.01% 448
2023
Q4 		$475K Buy
11,791
+2,554
+28% +$95.1K 0.01% 471
2023
Q3 		$338K Buy
+9,237
New +$359K 0.01% 508

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