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One Wealth Management Investment & Advisory Services’s iShares US Infrastructure ETF IFRA Stock Holding History

One Wealth Management Investment & Advisory Services’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
2024
Q3 		– Sell
-14,100
Closed -$594K – 84
2024
Q2 		$594K Sell
14,100
-155
-1% -$6.66K 0.24% 59
2024
Q1 		$618K Sell
14,255
-572
-4% -$23K 0.25% 62
2023
Q4 		$597K Buy
+14,827
New +$552K 0.27% 62

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Morgan Stanley
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JP Morgan Chase
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WBG
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Envestnet Portfolio Solutions
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Mariner
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BlackRock
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Carson Wealth (CWM LLC)
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One Wealth Management Investment & Advisory Services's IFRA Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of iShares US Infrastructure ETF (IFRA) in Q3 2024, closing a stake of 14,100 shares — an estimated $594K sold.

One Wealth Management Investment & Advisory Services first reported a position in IFRA in Q4 2023 and held it in 3 quarters. The position peaked at $618K in Q1 2024. 422 funds tracked by Wall St. Rank hold IFRA as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining iShares US Infrastructure ETF position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 14,100 iShares US Infrastructure ETF shares in Q3 2024, an estimated $594K.
  • One Wealth Management Investment & Advisory Services first reported a position in iShares US Infrastructure ETF in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's iShares US Infrastructure ETF position peaked at $618K in Q1 2024.
  • 422 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.