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Heritage Wealth Management (Arizona)’s iShares US Infrastructure ETF IFRA Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$26K Sell
718
-258
-26% -$9.23K ﹤0.01% 615
2022
Q3 		$31K Buy
976
+776
+388% +$28K 0.01% 466
2022
Q2 		$6.81K Buy
+200
New +$7.38K ﹤0.01% 725

Other funds holding IFRA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IFRA Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) reduced its iShares US Infrastructure ETF (IFRA) stake by 26% in Q4 2022, selling an estimated $9.23K and leaving 718 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Heritage Wealth Management (Arizona) first reported a position in IFRA in Q2 2022 and has held it in 3 quarters since. The position peaked at $31K in Q3 2022. 329 funds tracked by Wall St. Rank hold IFRA as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 718 shares of iShares US Infrastructure ETF worth $26K as of Q4 2022.
  • Heritage Wealth Management (Arizona) sold 258 iShares US Infrastructure ETF shares in Q4 2022, an estimated $9.23K.
  • iShares US Infrastructure ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #615 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares US Infrastructure ETF in Q2 2022 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s iShares US Infrastructure ETF position peaked at $31K in Q3 2022.
  • 329 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.