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Regimen Wealth’s iShares US Infrastructure ETF IFRA Stock Holding History

Regimen Wealth’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
Q2 		– Sell
-6,659
Closed -$300K – 75
2025
Q1 		$300K Sell
6,659
-25
-0.4% -$1.17K 0.1% 49
2024
Q4 		$309K Sell
6,684
-453
-6% -$21.9K 0.1% 48
2024
Q3 		$335K Sell
7,137
-21
-0.3% -$937 0.11% 48
2024
Q2 		$301K Sell
7,158
-829
-10% -$35.6K 0.1% 51
2024
Q1 		$346K Buy
7,987
+41
+0.5% +$1.65K 0.12% 47
2023
Q4 		$320K Buy
7,946
+236
+3% +$8.79K 0.12% 48
2023
Q3 		$282K Sell
7,710
-402
-5% -$15.6K 0.12% 49
2023
Q2 		$317K Buy
8,112
+525
+7% +$19.6K 0.13% 43
2023
Q1 		$288K Sell
7,587
-229
-3% -$8.65K 0.12% 48
2022
Q4 		$283K Buy
+7,816
New +$280K 0.19% 41

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return