Gradient Investments’s iShares US Infrastructure ETF IFRA Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-15	Closed	-$632	–	788
2024 Q2	$632	Buy	+15	New	+$645	﹤0.01%	1155
2024 Q1	–	Sell	-18	Closed	-$725	–	1521
2023 Q4	$725	Buy	+18	New	+$670	﹤0.01%	1510
2023 Q3	–	Sell	-636	Closed	-$24.9K	–	1857
2023 Q2	$24.9K	Hold	636	–	–	﹤0.01%	648
2023 Q1	$23.7K	Hold	636	–	–	﹤0.01%	649
2022 Q4	$23.1K	Hold	636	–	–	﹤0.01%	669
2022 Q3	$21K	Hold	636	–	–	﹤0.01%	661
2022 Q2	$22K	Hold	636	–	–	﹤0.01%	629
2022 Q1	$25K	Hold	636	–	–	﹤0.01%	602
2021 Q4	$24K	Hold	636	–	–	﹤0.01%	619
2021 Q3	$22K	Hold	636	–	–	﹤0.01%	626
2021 Q2	$22K	Hold	636	–	–	﹤0.01%	621
2021 Q1	$22K	Buy	+636	New	+$20.5K	﹤0.01%	608

Other funds holding IFRA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WBG

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Gradient Investments's IFRA Position: Q3 2024 in Review

Gradient Investments sold out of iShares US Infrastructure ETF (IFRA) in Q3 2024, closing a stake of 15 shares — an estimated $632 sold.

Gradient Investments first reported a position in IFRA in Q1 2021 and held it in 12 quarters. The position peaked at $25K in Q1 2022. 423 funds tracked by Wall St. Rank hold IFRA as of Q3 2024.

Gradient Investments reported no remaining iShares US Infrastructure ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 15 iShares US Infrastructure ETF shares in Q3 2024, an estimated $632.
Gradient Investments first reported a position in iShares US Infrastructure ETF in Q1 2021 and held it in 12 quarters.
Gradient Investments's iShares US Infrastructure ETF position peaked at $25K in Q1 2022.
423 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.