Peterson Financial Group’s iShares US Infrastructure ETF IFRA Stock Holding History

Peterson Financial 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
2024 Q3	$1.32K	Buy	+28	New	+$1.25K	0.01%	381

Other funds holding IFRA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Peterson Financial Group's IFRA Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares US Infrastructure ETF (IFRA) in Q3 2024: 28 shares worth $1.32K. The stake represents 0.01% of the portfolio and ranks #381 among its holdings.

422 funds tracked by Wall St. Rank hold IFRA as of Q3 2024.

Peterson Financial Group held 28 shares of iShares US Infrastructure ETF worth $1.32K as of Q3 2024.
iShares US Infrastructure ETF was a new Peterson Financial Group position in Q3 2024.
iShares US Infrastructure ETF made up 0.01% of Peterson Financial Group's portfolio in Q3 2024, its #381 holding.
422 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.