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Forthright Family Wealth Advisory’s iShares US Infrastructure ETF IFRA Stock Holding History

Forthright Family Wealth Advisory’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
2026
Q1 		$1.26M Sell
29,148
-20,963
-42% -$1.21M 0.85% 26
2025
Q4 		$2.64M Buy
50,111
+2,467
+5% +$130K 1.66% 19
2025
Q3 		$2.52M Buy
47,644
+18,763
+65% +$963K 1.55% 21
2025
Q2 		$1.42M Sell
28,881
-1,395
-5% -$64.9K 0.9% 23
2025
Q1 		$1.36M Buy
30,276
+1,036
+4% +$48.3K 0.9% 22
2024
Q4 		$1.35M Buy
29,240
+2,147
+8% +$104K 0.88% 22
2024
Q3 		$1.36M Sell
27,093
-2,180
-7% -$97.3K 0.87% 24
2024
Q2 		$1.23M Buy
29,273
+125
+0.4% +$5.37K 0.79% 28
2024
Q1 		$1.26M Buy
29,148
+1,453
+5% +$58.3K 0.85% 26
2023
Q4 		$1.12M Buy
+27,695
New +$1.03M 0.87% 26

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.33B AUM 21.85% 1-Year Est. Return