Legacy Financial Group (Iowa)’s iShares US Infrastructure ETF IFRA Stock Holding History

Legacy Financial Group (Iowa)’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	-32,540	Closed	-$1.51M	–	113
2024 Q4	$1.51M	Sell	32,540 -1,253	-4%	-$60.7K	0.24%	45
2024 Q3	$1.59M	Buy	33,793 +985	+3%	+$43.9K	0.31%	37
2024 Q2	$1.38M	Buy	32,808 +346	+1%	+$14.9K	0.27%	47
2024 Q1	$1.41M	Buy	+32,462	New	+$1.3M	0.29%	45
2023 Q4	–	Sell	-29,706	Closed	-$1.09M	–	245
2023 Q3	$1.09M	Buy	29,706 +727	+3%	+$28.3K	0.26%	47
2023 Q2	$1.13M	Buy	28,979 +9,674	+50%	+$361K	0.29%	35
2023 Q1	$720K	Sell	19,305 -10,738	-36%	-$406K	0.2%	36
2022 Q4	$1.09M	Buy	+30,043	New	+$1.08M	0.33%	30

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

Legacy Financial Group (Iowa)'s IFRA Position: Q1 2025 in Review

Legacy Financial Group (Iowa) sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 32,540 shares — an estimated $1.51M sold.

Legacy Financial Group (Iowa) first reported a position in IFRA in Q4 2022 and held it in 8 quarters. The position peaked at $1.59M in Q3 2024. 361 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

Legacy Financial Group (Iowa) reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 32,540 iShares US Infrastructure ETF shares in Q1 2025, an estimated $1.51M.
Legacy Financial Group (Iowa) first reported a position in iShares US Infrastructure ETF in Q4 2022 and held it in 8 quarters.
Legacy Financial Group (Iowa)'s iShares US Infrastructure ETF position peaked at $1.59M in Q3 2024.
361 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2025, filed 10 Apr 2025.