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Joseph P. Lucia & Associates’s iShares US Infrastructure ETF IFRA Stock Holding History

Joseph P. Lucia & Associates’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
2022
Q3 		– Sell
-100
Closed -$3K – 245
2022
Q2 		$3K Sell
100
-50
-33% -$1.85K ﹤0.01% 375
2022
Q1 		$6K Buy
+150
New +$5.6K ﹤0.01% 350
2021
Q4 		– Sell
-210
Closed -$7K – 312
2021
Q3 		$7K Hold
210
– – ﹤0.01% 407
2021
Q2 		$7K Hold
210
– – ﹤0.01% 415
2021
Q1 		$7K Buy
+210
New +$6.76K ﹤0.01% 398

Other funds holding IFRA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Joseph P. Lucia & Associates's IFRA Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of iShares US Infrastructure ETF (IFRA) in Q3 2022, closing a stake of 100 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in IFRA in Q1 2021 and held it in 5 quarters. The position peaked at $7K in Q3 2021. 291 funds tracked by Wall St. Rank hold IFRA as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining iShares US Infrastructure ETF position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 100 iShares US Infrastructure ETF shares in Q3 2022, an estimated $3K.
  • Joseph P. Lucia & Associates first reported a position in iShares US Infrastructure ETF in Q1 2021 and held it in 5 quarters.
  • Joseph P. Lucia & Associates's iShares US Infrastructure ETF position peaked at $7K in Q3 2021.
  • 291 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.