Janiczek Wealth Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Janiczek Wealth 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
2024 Q2	$5.13K	Hold	122	–	–	﹤0.01%	734
2024 Q1	$5.27K	Buy	122 +1	+0.8%	+$40	﹤0.01%	758
2023 Q4	$4.88K	Buy	121 +1	+0.8%	+$37	﹤0.01%	757
2023 Q3	$4.42K	Hold	120	–	–	﹤0.01%	741
2023 Q2	$4.71K	Hold	120	–	–	﹤0.01%	663
2023 Q1	$4.47K	Hold	120	–	–	﹤0.01%	676
2022 Q4	$4.59K	Buy	120 +1	+0.8%	+$36	﹤0.01%	664
2022 Q3	$4K	Hold	119	–	–	﹤0.01%	686
2022 Q2	$4K	Hold	119	–	–	﹤0.01%	696
2022 Q1	$5K	Buy	119 +1	+0.8%	+$37	﹤0.01%	663
2021 Q4	$5K	Buy	118 +68	+136%	+$2.49K	﹤0.01%	705
2021 Q3	$2K	Buy	+50	New	+$1.78K	﹤0.01%	812

Other funds holding IFRA

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Janiczek Wealth Management's IFRA Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares US Infrastructure ETF (IFRA) position steady in Q2 2024 at 122 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Janiczek Wealth Management first reported a position in IFRA in Q3 2021 and has held it in 12 quarters since. The position peaked at $5.27K in Q1 2024. 404 funds tracked by Wall St. Rank hold IFRA as of Q2 2024.

Janiczek Wealth Management held 122 shares of iShares US Infrastructure ETF worth $5.13K as of Q2 2024.
Janiczek Wealth Management left its iShares US Infrastructure ETF share count unchanged in Q2 2024.
iShares US Infrastructure ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #734 holding.
Janiczek Wealth Management first reported a position in iShares US Infrastructure ETF in Q3 2021 and has held it in 12 quarters since.
Janiczek Wealth Management's iShares US Infrastructure ETF position peaked at $5.27K in Q1 2024.
404 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.