Hoxton Planning & Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Hoxton Planning & Management’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	-11,222	Closed	-$519K	–	206
2024 Q4	$519K	Sell	11,222 -734	-6%	-$35.5K	0.2%	102
2024 Q3	$562K	Buy	11,956 +159	+1%	+$7.09K	0.22%	90
2024 Q2	$497K	Sell	11,797 -103	-0.9%	-$4.43K	0.23%	84
2024 Q1	$516K	Sell	11,900 -32	-0.3%	-$1.28K	0.25%	82
2023 Q4	$481K	Buy	11,932 +1,934	+19%	+$72K	0.25%	74
2023 Q3	$366K	Sell	9,998 -580	-5%	-$22.6K	0.24%	85
2023 Q2	$413K	Sell	10,578 -2,650	-20%	-$99K	0.26%	79
2023 Q1	$494K	Sell	13,228 -2,061	-13%	-$77.8K	0.27%	76
2022 Q4	$554K	Buy	+15,289	New	+$547K	0.29%	70

Other funds holding IFRA

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

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

WBG

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

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hoxton Planning & Management's IFRA Position: Q1 2025 in Review

Hoxton Planning & Management sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 11,222 shares — an estimated $519K sold.

Hoxton Planning & Management first reported a position in IFRA in Q4 2022 and held it in 9 quarters. The position peaked at $562K in Q3 2024. 361 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

Hoxton Planning & Management reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
Hoxton Planning & Management sold 11,222 iShares US Infrastructure ETF shares in Q1 2025, an estimated $519K.
Hoxton Planning & Management first reported a position in iShares US Infrastructure ETF in Q4 2022 and held it in 9 quarters.
Hoxton Planning & Management's iShares US Infrastructure ETF position peaked at $562K in Q3 2024.
361 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Hoxton Planning & Management's 13F filing for Q1 2025, filed 8 May 2025.