Kingswood Wealth Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
5,630
-429
-7% -$21.1K 0.02% 595
2025
Q1
$273K Sell
6,059
-1,435
-19% -$64.7K 0.02% 579
2024
Q4
$347K Buy
7,494
+354
+5% +$16.4K 0.03% 557
2024
Q3
$335K Buy
7,140
+60
+0.8% +$2.82K 0.02% 550
2024
Q2
$298K Sell
7,080
-707
-9% -$29.8K 0.03% 522
2024
Q1
$338K Sell
7,787
-125
-2% -$5.42K 0.04% 444
2023
Q4
$319K Buy
+7,912
New +$319K 0.04% 452