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Impact Partnership Wealth’s iShares US Infrastructure ETF IFRA Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-21
Closed -$846 – 782
2023
Q4 		$846 Sell
21
-128
-86% -$4.77K ﹤0.01% 766
2023
Q3 		$5.45K Buy
+149
New +$5.79K ﹤0.01% 680

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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
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Impact Partnership Wealth's IFRA Position: Q1 2024 in Review

Impact Partnership Wealth sold out of iShares US Infrastructure ETF (IFRA) in Q1 2024, closing a stake of 21 shares — an estimated $846 sold.

Impact Partnership Wealth first reported a position in IFRA in Q3 2023 and held it in 2 quarters. The position peaked at $5.45K in Q3 2023. 392 funds tracked by Wall St. Rank hold IFRA as of Q1 2024.

  • Impact Partnership Wealth reported no remaining iShares US Infrastructure ETF position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 21 iShares US Infrastructure ETF shares in Q1 2024, an estimated $846.
  • Impact Partnership Wealth first reported a position in iShares US Infrastructure ETF in Q3 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's iShares US Infrastructure ETF position peaked at $5.45K in Q3 2023.
  • 392 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.