MW
IFRA icon

MBL Wealth’s iShares US Infrastructure ETF IFRA Stock Holding History

MBL Wealth’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
Q4 		– Sell
-19,950
Closed -$730K – 190
2023
Q3 		$730K Sell
19,950
-330
-2% -$12.8K 0.1% 93
2023
Q2 		$793K Buy
20,280
+3,620
+22% +$135K 0.11% 85
2023
Q1 		$622K Buy
16,660
+830
+5% +$31.3K 0.1% 85
2022
Q4 		$574K Buy
15,830
+920
+6% +$32.9K 0.11% 91
2022
Q3 		$481K Buy
14,910
+925
+7% +$33.4K 0.1% 96
2022
Q2 		$476K Buy
13,985
+305
+2% +$11.3K 0.12% 97
2022
Q1 		$533K Buy
+13,680
New +$511K 0.13% 95
2021
Q3 		$510K Buy
+14,960
New +$532K 0.18% 61
2021
Q1 		$526K Buy
15,185
+965
+7% +$31K 0.18% 84
2020
Q4 		$426K Buy
+14,220
New +$397K 0.17% 81

Other funds holding IFRA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return