CWS
Cypress Wealth Services’s iShares US Infrastructure ETF IFRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Sell |
10,953
-450
| -4% | -$22.1K | 0.1% | 164 |
|
|
2025
Q1 | $514K | Sell |
11,403
-36,631
| -76% | -$1.65M | 0.1% | 154 |
|
|
2024
Q4 | $2.22M | Buy |
48,034
+632
| +1% | +$29.3K | 0.45% | 50 |
|
|
2024
Q3 | $2.23M | Buy |
47,402
+725
| +2% | +$34.1K | 0.46% | 48 |
|
|
2024
Q2 | $1.97M | Buy |
46,677
+2,516
| +6% | +$106K | 0.44% | 53 |
|
|
2024
Q1 | $1.91M | Buy |
44,161
+1,269
| +3% | +$55K | 0.45% | 53 |
|
|
2023
Q4 | $1.73M | Buy |
42,892
+8,160
| +23% | +$329K | 0.43% | 49 |
|
|
2023
Q3 | $1.27M | Buy |
34,732
+3,521
| +11% | +$129K | 0.35% | 59 |
|
|
2023
Q2 | $1.24M | Buy |
31,211
+5,205
| +20% | +$206K | 0.32% | 62 |
|
|
2023
Q1 | $971K | Buy |
26,006
+2,277
| +10% | +$85K | 0.28% | 68 |
|
|
2022
Q4 | $860K | Buy |
23,729
+887
| +4% | +$32.2K | 0.28% | 76 |
|
|
2022
Q3 | $748K | Sell |
22,842
-4,193
| -16% | -$137K | 0.25% | 84 |
|
|
2022
Q2 | $920K | Buy |
+27,035
| New | +$920K | 0.29% | 73 |
|