Mount Yale Investment Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,830	Closed	-$409K	–	560
2024 Q4	$409K	Sell	8,830 -2,359	-21%	-$114K	0.03%	375
2024 Q3	$526K	Sell	11,189 -130	-1%	-$5.8K	0.05%	336
2024 Q2	$477K	Sell	11,319 -800	-7%	-$34.4K	0.04%	352
2024 Q1	$525K	Sell	12,119 -2,832	-19%	-$114K	0.04%	342
2023 Q4	$602K	Buy	14,951 +74	+0.5%	+$2.76K	0.06%	284
2023 Q3	$544K	Buy	14,877 +489	+3%	+$19K	0.06%	293
2023 Q2	$562K	Buy	14,388 +768	+6%	+$28.7K	0.06%	290
2023 Q1	$508K	Sell	13,620 -451	-3%	-$17K	0.06%	296
2022 Q4	$510K	Buy	14,071 +519	+4%	+$18.6K	0.06%	279
2022 Q3	$437K	Sell	13,552 -3,021	-18%	-$109K	0.06%	286
2022 Q2	$564K	Buy	+16,573	New	+$612K	0.07%	268