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

Optimum 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
2022
Q4 		– Sell
-220
Closed -$7K – 798
2022
Q3 		$7K Hold
220
– – ﹤0.01% 615
2022
Q2 		$7K Sell
220
-60
-21% -$2.21K ﹤0.01% 636
2022
Q1 		$11K Sell
280
-6,005
-96% -$224K ﹤0.01% 638
2021
Q4 		$240K Buy
6,285
+17
+0.3% +$623 0.09% 195
2021
Q3 		$214K Buy
6,268
+20
+0.3% +$712 0.09% 208
2021
Q2 		$221K Sell
6,248
-341
-5% -$12.2K 0.07% 245
2021
Q1 		$228K Buy
+6,589
New +$212K 0.07% 241

Other funds holding IFRA

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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return