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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return