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LWP
Laurel Wealth Planning’s
iShares US Infrastructure ETF
IFRA
Stock Holding History
Laurel Wealth Planning’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
2026
Q1
$10.5M
Sell
184,424
-7,436
-4%
-$428K
5.56%
2
2025
Q4
$10.1M
Sell
191,860
-697
-0.4%
-$36.8K
5.59%
4
2025
Q3
$10.2M
Sell
192,557
-3,141
-2%
-$161K
5.38%
5
2025
Q2
$9.63M
Sell
195,698
-2,406
-1%
-$112K
5.47%
5
2025
Q1
$8.93M
Buy
198,104
+2,931
+2%
+$137K
5.93%
4
2024
Q4
$9.04M
Sell
195,173
-4,367
-2%
-$211K
5.83%
4
2024
Q3
$9.37M
Sell
199,540
-7,792
-4%
-$348K
6.12%
4
2024
Q2
$8.73M
Sell
207,332
-8,866
-4%
-$381K
6.08%
4
2024
Q1
$9.37M
Buy
216,198
+6,413
+3%
+$257K
6.23%
4
2023
Q4
$8.45M
Buy
209,785
+4,367
+2%
+$163K
5.98%
5
2023
Q3
$7.52M
Buy
205,418
+109,562
+114%
+$4.26M
5.85%
5
2023
Q2
$3.75M
Sell
95,856
-789
-0.8%
-$29.5K
2.67%
14
2023
Q1
$3.61M
Buy
96,645
+1,202
+1%
+$45.4K
2.39%
17
2022
Q4
$3.46M
Buy
95,443
+5,705
+6%
+$204K
2.23%
15
2022
Q3
$2.89M
Buy
89,738
+452
+0.5%
+$16.3K
2.13%
16
2022
Q2
$3.04M
Buy
89,286
+24,229
+37%
+$895K
2.14%
16
2022
Q1
$2.53M
Buy
65,057
+64,197
+7,465%
+$2.4M
1.71%
21
2021
Q4
$33K
Buy
+860
New
+$31.5K
0.03%
99
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1-Year Est. Return
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$501B AUM
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WFA
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$1.33B AUM
21.85%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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