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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 – 796
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Optimum Investment Advisors's IFRA Position: Q4 2022 in Review

Optimum Investment Advisors sold out of iShares US Infrastructure ETF (IFRA) in Q4 2022, closing a stake of 220 shares — an estimated $7K sold.

Optimum Investment Advisors first reported a position in IFRA in Q1 2021 and held it in 7 quarters. The position peaked at $240K in Q4 2021. 329 funds tracked by Wall St. Rank hold IFRA as of Q4 2022.

  • Optimum Investment Advisors reported no remaining iShares US Infrastructure ETF position as of Q4 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 220 iShares US Infrastructure ETF shares in Q4 2022, an estimated $7K.
  • Optimum Investment Advisors first reported a position in iShares US Infrastructure ETF in Q1 2021 and held it in 7 quarters.
  • Optimum Investment Advisors's iShares US Infrastructure ETF position peaked at $240K in Q4 2021.
  • 329 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.