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NWAM LLC’s iShares US Infrastructure ETF IFRA Stock Holding History

NWAM LLC’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
-4,518
Closed -$209K – 550
2024
Q4 		$209K Buy
+4,518
New +$219K 0.01% 564
2023
Q2 		– Sell
-14,071
Closed -$525K – 556
2023
Q1 		$525K Buy
14,071
+1,320
+10% +$49.9K 0.05% 266
2022
Q4 		$462K Sell
12,751
-630
-5% -$22.5K 0.04% 325
2022
Q3 		$431K Sell
13,381
-14,364
-52% -$518K 0.04% 318
2022
Q2 		$935K Buy
+27,745
New +$1.02M 0.09% 210

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

NWAM LLC's IFRA Position: Q1 2025 in Review

NWAM LLC sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 4,518 shares — an estimated $209K sold.

NWAM LLC first reported a position in IFRA in Q2 2022 and held it in 5 quarters. The position peaked at $935K in Q2 2022. 360 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

  • NWAM LLC reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • NWAM LLC sold 4,518 iShares US Infrastructure ETF shares in Q1 2025, an estimated $209K.
  • NWAM LLC first reported a position in iShares US Infrastructure ETF in Q2 2022 and held it in 5 quarters.
  • NWAM LLC's iShares US Infrastructure ETF position peaked at $935K in Q2 2022.
  • 360 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on NWAM LLC's 13F filing for Q1 2025, filed 5 May 2025.