Denver PWM’s iShares US Infrastructure ETF IFRA Stock Holding History

Denver PWM’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	-100	Closed	-$4.63K	–	145
2024 Q4	$4.63K	Buy	+100	New	+$4.84K	﹤0.01%	177

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

Denver PWM's IFRA Position: Q1 2025 in Review

Denver PWM sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 100 shares — an estimated $4.63K sold.

Denver PWM first reported a position in IFRA in Q4 2024 and held it in 1 quarter. The position peaked at $4.63K in Q4 2024. 360 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

Denver PWM reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 100 iShares US Infrastructure ETF shares in Q1 2025, an estimated $4.63K.
Denver PWM first reported a position in iShares US Infrastructure ETF in Q4 2024 and held it in 1 quarter.
Denver PWM's iShares US Infrastructure ETF position peaked at $4.63K in Q4 2024.
360 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.