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HHM Wealth Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

HHM Wealth Advisors’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
2023
Q4 		– Sell
-86
Closed -$3.15K – 784
2023
Q3 		$3.15K Sell
86
-920
-91% -$35.8K ﹤0.01% 685
2023
Q2 		$39.3K Buy
1,006
+680
+209% +$25.4K 0.01% 321
2023
Q1 		$12.2K Buy
+326
New +$12.3K ﹤0.01% 485

Other funds holding IFRA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

HHM Wealth Advisors's IFRA Position: Q4 2023 in Review

HHM Wealth Advisors sold out of iShares US Infrastructure ETF (IFRA) in Q4 2023, closing a stake of 86 shares — an estimated $3.15K sold.

HHM Wealth Advisors first reported a position in IFRA in Q1 2023 and held it in 3 quarters. The position peaked at $39.3K in Q2 2023. 379 funds tracked by Wall St. Rank hold IFRA as of Q4 2023.

  • HHM Wealth Advisors reported no remaining iShares US Infrastructure ETF position as of Q4 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 86 iShares US Infrastructure ETF shares in Q4 2023, an estimated $3.15K.
  • HHM Wealth Advisors first reported a position in iShares US Infrastructure ETF in Q1 2023 and held it in 3 quarters.
  • HHM Wealth Advisors's iShares US Infrastructure ETF position peaked at $39.3K in Q2 2023.
  • 379 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.