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Maxwell Wealth Strategies’s iShares US Infrastructure ETF IFRA Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$669K Buy
14,462
+550
+4% +$26.6K 0.27% 74
2024
Q3 		$666K Sell
13,912
-117
-0.8% -$5.22K 0.28% 75
2024
Q2 		$591K Buy
14,029
+194
+1% +$8.34K 0.29% 73
2024
Q1 		$606K Sell
13,835
-3,935
-22% -$158K 0.31% 73
2023
Q4 		$716K Buy
+17,770
New +$662K 0.47% 54

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Maxwell Wealth Strategies's IFRA Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its iShares US Infrastructure ETF (IFRA) stake by 4% in Q4 2024, buying an estimated $26.6K and bringing the position to 14,462 shares worth $669K. The position accounts for 0.27% of the portfolio, ranked #74.

Maxwell Wealth Strategies first reported a position in IFRA in Q4 2023 and has held it in 5 quarters since. The position peaked at $716K in Q4 2023. 458 funds tracked by Wall St. Rank hold IFRA as of Q4 2024.

  • Maxwell Wealth Strategies held 14,462 shares of iShares US Infrastructure ETF worth $669K as of Q4 2024.
  • Maxwell Wealth Strategies bought 550 iShares US Infrastructure ETF shares in Q4 2024, an estimated $26.6K.
  • iShares US Infrastructure ETF made up 0.27% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #74 holding.
  • Maxwell Wealth Strategies first reported a position in iShares US Infrastructure ETF in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's iShares US Infrastructure ETF position peaked at $716K in Q4 2023.
  • 458 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.