Copperleaf Capital’s iShares US Infrastructure ETF IFRA Stock Holding History

Copperleaf Capital’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	-8,292	Closed	-$384K	–	110
2024 Q4	$384K	Buy	8,292 +448	+6%	+$21.7K	0.24%	73
2024 Q3	$368K	Sell	7,844 -70	-0.9%	-$3.12K	0.28%	71
2024 Q2	$333K	Sell	7,914 -3,163	-29%	-$136K	0.27%	74
2024 Q1	$480K	Buy	11,077 +749	+7%	+$30.1K	0.42%	66
2023 Q4	$416K	Buy	10,328 +781	+8%	+$29.1K	0.42%	60
2023 Q3	$349K	Buy	9,547 +354	+4%	+$13.8K	0.38%	60
2023 Q2	$359K	Sell	9,193 -704	-7%	-$26.3K	0.34%	59
2023 Q1	$369K	Sell	9,897 -200	-2%	-$7.55K	0.37%	54
2022 Q4	$366K	Sell	10,097 -32	-0.3%	-$1.15K	0.42%	50
2022 Q3	$327K	Buy	+10,129	New	+$366K	0.35%	59

Other funds holding IFRA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Copperleaf Capital's IFRA Position: Q1 2025 in Review

Copperleaf Capital sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 8,292 shares — an estimated $384K sold.

Copperleaf Capital first reported a position in IFRA in Q3 2022 and held it in 10 quarters. The position peaked at $480K in Q1 2024. 360 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

Copperleaf Capital reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
Copperleaf Capital sold 8,292 iShares US Infrastructure ETF shares in Q1 2025, an estimated $384K.
Copperleaf Capital first reported a position in iShares US Infrastructure ETF in Q3 2022 and held it in 10 quarters.
Copperleaf Capital's iShares US Infrastructure ETF position peaked at $480K in Q1 2024.
360 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Copperleaf Capital's 13F filing for Q1 2025, filed 15 May 2025.