Resurgent Financial Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Resurgent Financial Advisors’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 Q2	–	Sell	-5,021	Closed	-$218K	–	192
2024 Q1	$218K	Sell	5,021 -4,139	-45%	-$166K	0.12%	172
2023 Q4	$369K	Buy	9,160 +474	+5%	+$17.7K	0.23%	116
2023 Q3	$318K	Buy	8,686 +930	+12%	+$36.2K	0.22%	103
2023 Q2	$303K	Buy	7,756 +431	+6%	+$16.1K	0.2%	109
2023 Q1	$273K	Buy	7,325 +805	+12%	+$30.4K	0.18%	117
2022 Q4	$236K	Sell	6,520 -153	-2%	-$5.47K	0.12%	171
2022 Q3	$215K	Sell	6,673 -149	-2%	-$5.38K	0.14%	179
2022 Q2	$232K	Buy	6,822 +1,167	+21%	+$43.1K	0.15%	161
2022 Q1	$220K	Buy	5,655 +190	+3%	+$7.1K	0.14%	167
2021 Q4	$209K	Buy	+5,465	New	+$200K	0.17%	119

Other funds holding IFRA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

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

Resurgent Financial Advisors's IFRA Position: Q2 2024 in Review

Resurgent Financial Advisors sold out of iShares US Infrastructure ETF (IFRA) in Q2 2024, closing a stake of 5,021 shares — an estimated $218K sold.

Resurgent Financial Advisors first reported a position in IFRA in Q4 2021 and held it in 10 quarters. The position peaked at $369K in Q4 2023. 405 funds tracked by Wall St. Rank hold IFRA as of Q2 2024.

Resurgent Financial Advisors reported no remaining iShares US Infrastructure ETF position as of Q2 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 5,021 iShares US Infrastructure ETF shares in Q2 2024, an estimated $218K.
Resurgent Financial Advisors first reported a position in iShares US Infrastructure ETF in Q4 2021 and held it in 10 quarters.
Resurgent Financial Advisors's iShares US Infrastructure ETF position peaked at $369K in Q4 2023.
405 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2024.

Based on Resurgent Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.