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Prestige Wealth Management Group’s iShares US Infrastructure ETF IFRA Stock Holding History

Prestige Wealth Management 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
2022
Q2 		– Sell
-200
Closed -$8K – 1017
2022
Q1 		$8K Hold
200
– – ﹤0.01% 507
2021
Q4 		$8K Hold
200
– – ﹤0.01% 526
2021
Q3 		$7K Sell
200
-6,578
-97% -$234K ﹤0.01% 557
2021
Q2 		$239K Buy
6,778
+117
+2% +$4.19K 0.06% 114
2021
Q1 		$231K Buy
+6,661
New +$214K 0.06% 111

Other funds holding IFRA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Prestige Wealth Management Group's IFRA Position: Q2 2022 in Review

Prestige Wealth Management Group sold out of iShares US Infrastructure ETF (IFRA) in Q2 2022, closing a stake of 200 shares — an estimated $8K sold.

Prestige Wealth Management Group first reported a position in IFRA in Q1 2021 and held it in 5 quarters. The position peaked at $239K in Q2 2021. 286 funds tracked by Wall St. Rank hold IFRA as of Q2 2022.

  • Prestige Wealth Management Group reported no remaining iShares US Infrastructure ETF position as of Q2 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 200 iShares US Infrastructure ETF shares in Q2 2022, an estimated $8K.
  • Prestige Wealth Management Group first reported a position in iShares US Infrastructure ETF in Q1 2021 and held it in 5 quarters.
  • Prestige Wealth Management Group's iShares US Infrastructure ETF position peaked at $239K in Q2 2021.
  • 286 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2022.

Based on Prestige Wealth Management Group's 13F filing for Q2 2022, filed 10 Aug 2022.