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 |
|