FAM
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Family Asset Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Family Asset 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
2024
Q3 		$5.12K Hold
109
– – ﹤0.01% 189
2024
Q2 		$4.59K Buy
+109
New +$4.68K ﹤0.01% 191
2023
Q4 		– Sell
-55
Closed -$2.01K – 196
2023
Q3 		$2.01K Sell
55
-1,787
-97% -$69.5K ﹤0.01% 167
2023
Q2 		$72K Hold
1,842
– – 0.05% 131
2023
Q1 		$68.7K Buy
1,842
+134
+8% +$5.06K 0.05% 126
2022
Q4 		$61.9K Buy
+1,708
New +$61.1K 0.05% 116

Other funds holding IFRA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Family Asset Management's IFRA Position: Q3 2024 in Review

Family Asset Management held its iShares US Infrastructure ETF (IFRA) position steady in Q3 2024 at 109 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Family Asset Management first reported a position in IFRA in Q4 2022 and has held it in 6 quarters since. The position peaked at $72K in Q2 2023. 422 funds tracked by Wall St. Rank hold IFRA as of Q3 2024.

  • Family Asset Management held 109 shares of iShares US Infrastructure ETF worth $5.12K as of Q3 2024.
  • Family Asset Management left its iShares US Infrastructure ETF share count unchanged in Q3 2024.
  • iShares US Infrastructure ETF made up ﹤0.01% of Family Asset Management's portfolio in Q3 2024, its #189 holding.
  • Family Asset Management first reported a position in iShares US Infrastructure ETF in Q4 2022 and has held it in 6 quarters since.
  • Family Asset Management's iShares US Infrastructure ETF position peaked at $72K in Q2 2023.
  • 422 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.