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Fortitude Advisory Group’s iShares US Infrastructure ETF IFRA Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-820
Closed -$32K – 696
2022
Q1 		$32K Hold
820
– – 0.02% 668
2021
Q4 		$31K Buy
+820
New +$30.1K 0.02% 695

Other funds holding IFRA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fortitude Advisory Group's IFRA Position: Q2 2022 in Review

Fortitude Advisory Group sold out of iShares US Infrastructure ETF (IFRA) in Q2 2022, closing a stake of 820 shares — an estimated $32K sold.

Fortitude Advisory Group first reported a position in IFRA in Q4 2021 and held it in 2 quarters. The position peaked at $32K in Q1 2022. 286 funds tracked by Wall St. Rank hold IFRA as of Q2 2022.

  • Fortitude Advisory Group reported no remaining iShares US Infrastructure ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 820 iShares US Infrastructure ETF shares in Q2 2022, an estimated $32K.
  • Fortitude Advisory Group first reported a position in iShares US Infrastructure ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's iShares US Infrastructure ETF position peaked at $32K in Q1 2022.
  • 286 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.