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Legacy Capital Group California’s iShares US Infrastructure ETF IFRA Stock Holding History

Legacy Capital Group California’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
2023
Q3 		– Sell
-8,509
Closed -$333K – 282
2023
Q2 		$333K Sell
8,509
-283
-3% -$10.6K 0.14% 198
2023
Q1 		$328K Buy
+8,792
New +$332K 0.16% 180

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LPL Financial
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Osaic Holdings
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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
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Legacy Capital Group California's IFRA Position: Q3 2023 in Review

Legacy Capital Group California sold out of iShares US Infrastructure ETF (IFRA) in Q3 2023, closing a stake of 8,509 shares — an estimated $333K sold.

Legacy Capital Group California first reported a position in IFRA in Q1 2023 and held it in 2 quarters. The position peaked at $333K in Q2 2023. 330 funds tracked by Wall St. Rank hold IFRA as of Q3 2023.

  • Legacy Capital Group California reported no remaining iShares US Infrastructure ETF position as of Q3 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 8,509 iShares US Infrastructure ETF shares in Q3 2023, an estimated $333K.
  • Legacy Capital Group California first reported a position in iShares US Infrastructure ETF in Q1 2023 and held it in 2 quarters.
  • Legacy Capital Group California's iShares US Infrastructure ETF position peaked at $333K in Q2 2023.
  • 330 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2023.

Based on Legacy Capital Group California's 13F filing for Q3 2023, filed 6 Nov 2023.