OLVIG
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Oliver Lagore Vanvalin Investment Group’s iShares US Infrastructure ETF IFRA Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q2 		$47 Buy
+1
New +$47 ﹤0.01% 648
2024
Q4 		$58K Buy
1,254
+1
+0.1% +$48 0.01% 234
2024
Q3 		$58.9K Sell
1,253
-105
-8% -$4.68K 0.02% 232
2024
Q2 		$57.2K Sell
1,358
-78
-5% -$3.35K 0.02% 226
2024
Q1 		$62.2K Sell
1,436
-148
-9% -$5.94K 0.02% 228
2023
Q4 		$63.8K Sell
1,584
-99
-6% -$3.69K 0.02% 195
2023
Q3 		$61.6K Buy
1,683
+34
+2% +$1.32K 0.02% 216
2023
Q2 		$64.5K Buy
1,649
+104
+7% +$3.88K 0.02% 220
2023
Q1 		$57.7K Buy
1,545
+255
+20% +$9.63K 0.03% 182
2022
Q4 		$46.8K Sell
1,290
-777
-38% -$27.8K 0.03% 186
2022
Q3 		$67K Sell
2,067
-1,791
-46% -$64.6K 0.04% 145
2022
Q2 		$131K Buy
+3,858
New +$142K 0.08% 113

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return