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

Mount Yale Investment 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
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

Other funds holding IFRA

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
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

Mount Yale Investment Advisors's IFRA Position: Q1 2025 in Review

Mount Yale Investment Advisors sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 8,830 shares — an estimated $409K sold.

Mount Yale Investment Advisors first reported a position in IFRA in Q2 2022 and held it in 11 quarters. The position peaked at $602K in Q4 2023. 361 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

  • Mount Yale Investment Advisors reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 8,830 iShares US Infrastructure ETF shares in Q1 2025, an estimated $409K.
  • Mount Yale Investment Advisors first reported a position in iShares US Infrastructure ETF in Q2 2022 and held it in 11 quarters.
  • Mount Yale Investment Advisors's iShares US Infrastructure ETF position peaked at $602K in Q4 2023.
  • 361 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.