Global Financial Private Client’s iShares US Infrastructure ETF IFRA Stock Holding History

Global Financial Private Client’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	-713	Closed	-$33K	–	1682
2024 Q4	$33K	Sell	713 -77	-10%	-$3.73K	0.01%	362
2024 Q3	$37.1K	Sell	790 -49	-6%	-$2.19K	0.01%	345
2024 Q2	$35.3K	Hold	839	–	–	0.01%	331
2024 Q1	$36.2K	Buy	839 +84	+11%	+$3.37K	0.02%	336
2023 Q4	$30.4K	Buy	755 +79	+12%	+$2.94K	0.01%	345
2023 Q3	$24.1K	Sell	676 -300	-31%	-$11.7K	0.01%	353
2023 Q2	$38.3K	Buy	976 +11	+1%	+$411	0.02%	313
2023 Q1	$35.9K	Sell	965 -13	-1%	-$491	0.02%	316
2022 Q4	$35.5K	Sell	978 -1,647	-63%	-$58.9K	0.02%	304
2022 Q3	$87.8K	Buy	+2,625	New	+$94.7K	0.05%	206

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

Global Financial Private Client's IFRA Position: Q1 2025 in Review

Global Financial Private Client sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 713 shares — an estimated $33K sold.

Global Financial Private Client first reported a position in IFRA in Q3 2022 and held it in 10 quarters. The position peaked at $87.8K in Q3 2022. 360 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

Global Financial Private Client reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
Global Financial Private Client sold 713 iShares US Infrastructure ETF shares in Q1 2025, an estimated $33K.
Global Financial Private Client first reported a position in iShares US Infrastructure ETF in Q3 2022 and held it in 10 quarters.
Global Financial Private Client's iShares US Infrastructure ETF position peaked at $87.8K in Q3 2022.
360 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Global Financial Private Client's 13F filing for Q1 2025, filed 8 Apr 2025.