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LVW Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

LVW Advisors’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
Q4 		– Sell
-24,773
Closed -$799K – 237
2022
Q3 		$799K Buy
24,773
+704
+3% +$25.4K 0.18% 92
2022
Q2 		$819K Buy
+24,069
New +$889K 0.17% 90

Other funds holding IFRA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LVW Advisors's IFRA Position: Q4 2022 in Review

LVW Advisors sold out of iShares US Infrastructure ETF (IFRA) in Q4 2022, closing a stake of 24,773 shares — an estimated $799K sold.

LVW Advisors first reported a position in IFRA in Q2 2022 and held it in 2 quarters. The position peaked at $819K in Q2 2022. 329 funds tracked by Wall St. Rank hold IFRA as of Q4 2022.

  • LVW Advisors reported no remaining iShares US Infrastructure ETF position as of Q4 2022 after selling out during the quarter.
  • LVW Advisors sold 24,773 iShares US Infrastructure ETF shares in Q4 2022, an estimated $799K.
  • LVW Advisors first reported a position in iShares US Infrastructure ETF in Q2 2022 and held it in 2 quarters.
  • LVW Advisors's iShares US Infrastructure ETF position peaked at $819K in Q2 2022.
  • 329 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2022.

Based on LVW Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.