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Kestra Private Wealth Services’s iShares US Infrastructure ETF IFRA Stock Holding History

Kestra Private Wealth Services’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
-5,115
Closed -$237K – 1535
2024
Q4 		$237K Sell
5,115
-170
-3% -$8.23K ﹤0.01% 1237
2024
Q3 		$248K Sell
5,285
-5,170
-49% -$231K ﹤0.01% 1165
2024
Q2 		$440K Sell
10,455
-48,381
-82% -$2.08M 0.01% 889
2024
Q1 		$2.55M Sell
58,836
-12,901
-18% -$518K 0.06% 316
2023
Q4 		$2.89M Buy
71,737
+404
+0.6% +$15K 0.07% 271
2023
Q3 		$2.61M Buy
71,333
+978
+1% +$38K 0.08% 259
2023
Q2 		$2.75M Buy
70,355
+6,425
+10% +$240K 0.09% 240
2023
Q1 		$2.39M Buy
63,930
+6,180
+11% +$233K 0.09% 231
2022
Q4 		$2.09M Sell
57,750
-5,410
-9% -$194K 0.11% 221
2022
Q3 		$2.04M Sell
63,160
-5,874
-9% -$212K 0.12% 201
2022
Q2 		$2.35M Buy
69,034
+1,545
+2% +$57K 0.13% 183
2022
Q1 		$2.63M Buy
67,489
+59,425
+737% +$2.22M 0.13% 172
2021
Q4 		$308K Buy
+8,064
New +$296K 0.01% 757

Other funds holding IFRA

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
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kestra Private Wealth Services's IFRA Position: Q1 2025 in Review

Kestra Private Wealth Services sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 5,115 shares — an estimated $237K sold.

Kestra Private Wealth Services first reported a position in IFRA in Q4 2021 and held it in 13 quarters. The position peaked at $2.89M in Q4 2023. 361 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

  • Kestra Private Wealth Services reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 5,115 iShares US Infrastructure ETF shares in Q1 2025, an estimated $237K.
  • Kestra Private Wealth Services first reported a position in iShares US Infrastructure ETF in Q4 2021 and held it in 13 quarters.
  • Kestra Private Wealth Services's iShares US Infrastructure ETF position peaked at $2.89M in Q4 2023.
  • 361 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Kestra Private Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.