Patriot Financial Group Insurance Agency’s iShares US Infrastructure ETF IFRA Stock Holding History

Patriot Financial Group Insurance Agency’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	-6,927	Closed	-$321K	–	510
2024 Q4	$321K	Buy	6,927 +63	+0.9%	+$3.05K	0.04%	361
2024 Q3	$322K	Buy	6,864 +60	+0.9%	+$2.68K	0.04%	369
2024 Q2	$287K	Buy	6,804 +1,095	+19%	+$47.1K	0.04%	386
2024 Q1	$248K	Buy	5,709 +307	+6%	+$12.3K	0.04%	408
2023 Q4	$218K	Buy	+5,402	New	+$201K	0.04%	407
2022 Q3	–	Sell	-5,895	Closed	-$201K	–	1107
2022 Q2	$201K	Buy	5,895 +5,232	+789%	+$193K	0.04%	380
2022 Q1	$26K	Buy	663 +1	+0.2%	+$37	﹤0.01%	988
2021 Q4	$25K	Hold	662	–	–	﹤0.01%	1123
2021 Q3	$23K	Buy	662 +1	+0.2%	+$36	﹤0.01%	1157
2021 Q2	$23K	Hold	661	–	–	﹤0.01%	1116
2021 Q1	$23K	Buy	+661	New	+$21.3K	0.01%	1033

Other funds holding IFRA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IFRA Position: Q1 2025 in Review

Patriot Financial Group Insurance Agency sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 6,927 shares — an estimated $321K sold.

Patriot Financial Group Insurance Agency first reported a position in IFRA in Q1 2021 and held it in 11 quarters. The position peaked at $322K in Q3 2024. 357 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

Patriot Financial Group Insurance Agency reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 6,927 iShares US Infrastructure ETF shares in Q1 2025, an estimated $321K.
Patriot Financial Group Insurance Agency first reported a position in iShares US Infrastructure ETF in Q1 2021 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's iShares US Infrastructure ETF position peaked at $322K in Q3 2024.
357 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2025, filed 14 Apr 2025.