LMKC
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L.M. Kohn & Company’s iShares US Infrastructure ETF IFRA Stock Holding History

L.M. Kohn & Company’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
-8,879
Closed -$303K – 224
2022
Q2 		$303K Hold
8,879
– – 0.14% 165
2022
Q1 		$346K Buy
+8,879
New +$332K 0.13% 174

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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

L.M. Kohn & Company's IFRA Position: Q3 2022 in Review

L.M. Kohn & Company sold out of iShares US Infrastructure ETF (IFRA) in Q3 2022, closing a stake of 8,879 shares — an estimated $303K sold.

L.M. Kohn & Company first reported a position in IFRA in Q1 2022 and held it in 2 quarters. The position peaked at $346K in Q1 2022. 291 funds tracked by Wall St. Rank hold IFRA as of Q3 2022.

  • L.M. Kohn & Company reported no remaining iShares US Infrastructure ETF position as of Q3 2022 after selling out during the quarter.
  • L.M. Kohn & Company sold 8,879 iShares US Infrastructure ETF shares in Q3 2022, an estimated $303K.
  • L.M. Kohn & Company first reported a position in iShares US Infrastructure ETF in Q1 2022 and held it in 2 quarters.
  • L.M. Kohn & Company's iShares US Infrastructure ETF position peaked at $346K in Q1 2022.
  • 291 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2022.

Based on L.M. Kohn & Company's 13F filing for Q3 2022, filed 19 Oct 2022.