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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Sell
28,881
-1,395
-5% -$68.6K 0.9% 23
2025
Q1
$1.36M Buy
30,276
+1,036
+4% +$46.7K 0.9% 22
2024
Q4
$1.35M Buy
29,240
+2,147
+8% +$99.4K 0.88% 22
2024
Q3
$1.36M Sell
27,093
-2,180
-7% -$110K 0.87% 24
2024
Q2
$1.23M Buy
29,273
+125
+0.4% +$5.27K 0.79% 28
2024
Q1
$1.26M Buy
29,148
+1,453
+5% +$63K 0.85% 26
2023
Q4
$1.12M Buy
+27,695
New +$1.12M 0.87% 26