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IFG Advisory’s iShares US Infrastructure ETF IFRA Stock Holding History

IFG Advisory’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
-7,421
Closed -$344K – 698
2024
Q4 		$344K Buy
+7,421
New +$359K 0.02% 504
2024
Q3 		– Sell
-8,195
Closed -$345K – 491
2024
Q2 		$345K Buy
+8,195
New +$352K 0.02% 477
2024
Q1 		– Sell
-8,042
Closed -$324K – 463
2023
Q4 		$324K Buy
8,042
+375
+5% +$14K 0.02% 463
2023
Q3 		$281K Buy
+7,667
New +$298K 0.02% 452
2023
Q2 		– Sell
-7,801
Closed -$291K – 400
2023
Q1 		$291K Sell
7,801
-707
-8% -$26.7K 0.03% 412
2022
Q4 		$308K Buy
8,508
+831
+11% +$29.7K 0.03% 394
2022
Q3 		$247K Buy
7,677
+1,062
+16% +$38.3K 0.02% 452
2022
Q2 		$225K Buy
+6,615
New +$244K 0.02% 424

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return