MWM
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Modern Wealth Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Modern Wealth Management’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
-8,845
Closed -$409K – 686
2024
Q4 		$409K Buy
+8,845
New +$428K 0.02% 392

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WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Modern Wealth Management's IFRA Position: Q1 2025 in Review

Modern Wealth Management sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 8,845 shares — an estimated $409K sold.

Modern Wealth Management first reported a position in IFRA in Q4 2024 and held it in 1 quarter. The position peaked at $409K in Q4 2024. 361 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

  • Modern Wealth Management reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • Modern Wealth Management sold 8,845 iShares US Infrastructure ETF shares in Q1 2025, an estimated $409K.
  • Modern Wealth Management first reported a position in iShares US Infrastructure ETF in Q4 2024 and held it in 1 quarter.
  • Modern Wealth Management's iShares US Infrastructure ETF position peaked at $409K in Q4 2024.
  • 361 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Modern Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.