Interchange Capital Partners’s iShares US Infrastructure ETF IFRA Stock Holding History

Interchange Capital Partners’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	-4,974	Closed	-$230K	–	309
2024 Q4	$230K	Sell	4,974 -258	-5%	-$12.5K	0.08%	223
2024 Q3	$246K	Sell	5,232 -39	-0.7%	-$1.74K	0.09%	226
2024 Q2	$222K	Buy	5,271 +33	+0.6%	+$1.42K	0.08%	239
2024 Q1	$218K	Sell	5,238 -1,815	-26%	-$72.9K	0.15%	147
2023 Q4	$285K	Buy	7,053 +176	+3%	+$6.55K	0.21%	120
2023 Q3	$252K	Buy	6,877 +232	+3%	+$9.02K	0.2%	126
2023 Q2	$260K	Buy	+6,645	New	+$248K	0.2%	122

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

Interchange Capital Partners's IFRA Position: Q1 2025 in Review

Interchange Capital Partners sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 4,974 shares — an estimated $230K sold.

Interchange Capital Partners first reported a position in IFRA in Q2 2023 and held it in 7 quarters. The position peaked at $285K in Q4 2023. 360 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

Interchange Capital Partners reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
Interchange Capital Partners sold 4,974 iShares US Infrastructure ETF shares in Q1 2025, an estimated $230K.
Interchange Capital Partners first reported a position in iShares US Infrastructure ETF in Q2 2023 and held it in 7 quarters.
Interchange Capital Partners's iShares US Infrastructure ETF position peaked at $285K in Q4 2023.
360 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Interchange Capital Partners's 13F filing for Q1 2025, filed 30 Apr 2025.