Householder Group Estate & Retirement Specialist’s iShares US Infrastructure ETF IFRA Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$9K	Sell	200 -107	-35%	-$5.18K	0.01%	373
2024 Q3	$14K	Hold	307	–	–	﹤0.01%	765
2024 Q2	$12K	Hold	307	–	–	﹤0.01%	782
2024 Q1	$13.3K	Hold	307	–	–	﹤0.01%	753
2023 Q4	$12K	Hold	307	–	–	﹤0.01%	728
2023 Q3	$11.2K	Buy	+307	New	+$11.9K	﹤0.01%	761
2023 Q1	$11K	Buy	+298	New	+$11.3K	﹤0.01%	781

Other funds holding IFRA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WBG

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's IFRA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares US Infrastructure ETF (IFRA) stake by 35% in Q4 2024, selling an estimated $5.18K and leaving 200 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #373.

Householder Group Estate & Retirement Specialist first reported a position in IFRA in Q1 2023 and has held it in 7 quarters since. The position peaked at $14K in Q3 2024. 459 funds tracked by Wall St. Rank hold IFRA as of Q4 2024.

Householder Group Estate & Retirement Specialist held 200 shares of iShares US Infrastructure ETF worth $9K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 107 iShares US Infrastructure ETF shares in Q4 2024, an estimated $5.18K.
iShares US Infrastructure ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #373 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares US Infrastructure ETF in Q1 2023 and has held it in 7 quarters since.
Householder Group Estate & Retirement Specialist's iShares US Infrastructure ETF position peaked at $14K in Q3 2024.
459 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.