PO
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Private Ocean’s iShares US Infrastructure ETF IFRA Stock Holding History

Private Ocean’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
2023
Q3 		– Sell
-154
Closed -$6.02K – 519
2023
Q2 		$6.02K Buy
+154
New +$5.75K ﹤0.01% 421

Other funds holding IFRA

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Private Ocean's IFRA Position: Q3 2023 in Review

Private Ocean sold out of iShares US Infrastructure ETF (IFRA) in Q3 2023, closing a stake of 154 shares — an estimated $6.02K sold.

Private Ocean first reported a position in IFRA in Q2 2023 and held it in 1 quarter. The position peaked at $6.02K in Q2 2023. 330 funds tracked by Wall St. Rank hold IFRA as of Q3 2023.

  • Private Ocean reported no remaining iShares US Infrastructure ETF position as of Q3 2023 after selling out during the quarter.
  • Private Ocean sold 154 iShares US Infrastructure ETF shares in Q3 2023, an estimated $6.02K.
  • Private Ocean first reported a position in iShares US Infrastructure ETF in Q2 2023 and held it in 1 quarter.
  • Private Ocean's iShares US Infrastructure ETF position peaked at $6.02K in Q2 2023.
  • 330 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2023.

Based on Private Ocean's 13F filing for Q3 2023, filed 24 Oct 2023.