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

Crewe 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 Q4	–	Sell	-23	Closed	-$1.08K	–	722
2024 Q3	$1.08K	Hold	23	–	–	﹤0.01%	639
2024 Q2	$969	Buy	23 +5	+28%	+$215	﹤0.01%	896
2024 Q1	$781	Buy	+18	New	+$723	﹤0.01%	896

Other funds holding IFRA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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 Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Crewe Advisors's IFRA Position: Q4 2024 in Review

Crewe Advisors sold out of iShares US Infrastructure ETF (IFRA) in Q4 2024, closing a stake of 23 shares — an estimated $1.08K sold.

Crewe Advisors first reported a position in IFRA in Q1 2024 and held it in 3 quarters. The position peaked at $1.08K in Q3 2024. 463 funds tracked by Wall St. Rank hold IFRA as of Q4 2024.

Crewe Advisors reported no remaining iShares US Infrastructure ETF position as of Q4 2024 after selling out during the quarter.
Crewe Advisors sold 23 iShares US Infrastructure ETF shares in Q4 2024, an estimated $1.08K.
Crewe Advisors first reported a position in iShares US Infrastructure ETF in Q1 2024 and held it in 3 quarters.
Crewe Advisors's iShares US Infrastructure ETF position peaked at $1.08K in Q3 2024.
463 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2024.

Based on Crewe Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.