Keystone Financial Services (Colorado)’s iShares US Infrastructure ETF IFRA Stock Holding History

Keystone Financial Services (Colorado)’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	-44,778	Closed	-$2.07M	–	108
2024 Q4	$2.07M	Buy	44,778 +488	+1%	+$23.6K	0.79%	17
2024 Q3	$2.08M	Sell	44,290 -96	-0.2%	-$4.28K	0.81%	17
2024 Q2	$1.87M	Buy	44,386 +1,398	+3%	+$60.1K	0.77%	18
2024 Q1	$1.86M	Sell	42,988 -2,078	-5%	-$83.4K	0.81%	17
2023 Q4	$1.81M	Buy	45,066 +2,212	+5%	+$82.4K	0.86%	17
2023 Q3	$1.57M	Buy	42,854 +1,033	+2%	+$40.2K	0.83%	19
2023 Q2	$1.63M	Sell	41,821 -355	-0.8%	-$13.3K	0.83%	14
2023 Q1	$1.57M	Buy	42,176 +127	+0.3%	+$4.8K	0.84%	14
2022 Q4	$1.64M	Sell	42,049 -48	-0.1%	-$1.72K	0.88%	15
2022 Q3	$1.48M	Buy	42,097 +740	+2%	+$26.7K	0.86%	18
2022 Q2	$1.53M	Buy	+41,357	New	+$1.53M	0.83%	16

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

Keystone Financial Services (Colorado)'s IFRA Position: Q1 2025 in Review

Keystone Financial Services (Colorado) sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 44,778 shares — an estimated $2.07M sold.

Keystone Financial Services (Colorado) first reported a position in IFRA in Q2 2022 and held it in 11 quarters. The position peaked at $2.08M in Q3 2024. 360 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

Keystone Financial Services (Colorado) reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
Keystone Financial Services (Colorado) sold 44,778 iShares US Infrastructure ETF shares in Q1 2025, an estimated $2.07M.
Keystone Financial Services (Colorado) first reported a position in iShares US Infrastructure ETF in Q2 2022 and held it in 11 quarters.
Keystone Financial Services (Colorado)'s iShares US Infrastructure ETF position peaked at $2.08M in Q3 2024.
360 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2025, filed 23 Apr 2025.