Gateway Wealth Partners’s iShares US Infrastructure ETF IFRA Stock Holding History

Gateway Wealth Partners’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
2025 Q1	–	Sell	-8,771	Closed	-$406K	–	322
2024 Q4	$406K	Buy	8,771 +562	+7%	+$27.2K	0.11%	187
2024 Q3	$386K	Buy	8,209 +584	+8%	+$26.1K	0.11%	175
2024 Q2	$321K	Buy	7,625 +604	+9%	+$26K	0.1%	190
2024 Q1	$304K	Sell	7,021 -334	-5%	-$13.4K	0.11%	173
2023 Q4	$296K	Buy	7,355 +1,108	+18%	+$41.3K	0.12%	155
2023 Q3	$229K	Buy	6,247 +981	+19%	+$38.1K	0.04%	231
2023 Q2	$206K	Sell	5,266 -406	-7%	-$15.2K	0.04%	231
2023 Q1	$212K	Buy	+5,672	New	+$214K	0.03%	208

Other funds holding IFRA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gateway Wealth Partners's IFRA Position: Q1 2025 in Review

Gateway Wealth Partners sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 8,771 shares — an estimated $406K sold.

Gateway Wealth Partners first reported a position in IFRA in Q1 2023 and held it in 8 quarters. The position peaked at $406K in Q4 2024. 361 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

Gateway Wealth Partners reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
Gateway Wealth Partners sold 8,771 iShares US Infrastructure ETF shares in Q1 2025, an estimated $406K.
Gateway Wealth Partners first reported a position in iShares US Infrastructure ETF in Q1 2023 and held it in 8 quarters.
Gateway Wealth Partners's iShares US Infrastructure ETF position peaked at $406K in Q4 2024.
361 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Gateway Wealth Partners's 13F filing for Q1 2025, filed 1 May 2025.