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Retirement Guys Formula’s iShares US Infrastructure ETF IFRA Stock Holding History

Retirement Guys Formula’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
Q4 		– Sell
-59,011
Closed -$2.77M – 140
2024
Q3 		$2.77M Buy
59,011
+4,597
+8% +$205K 1.29% 14
2024
Q2 		$2.29M Sell
54,414
-1,300
-2% -$55.9K 1.1% 20
2024
Q1 		$2.42M Buy
55,714
+3,032
+6% +$122K 1.18% 17
2023
Q4 		$2.12M Buy
+52,682
New +$1.96M 1.14% 25
2023
Q3 		– Sell
-57,150
Closed -$2.23M – 131
2023
Q2 		$2.23M Buy
+57,150
New +$2.13M 1.29% 21

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Retirement Guys Formula's IFRA Position: Q4 2024 in Review

Retirement Guys Formula sold out of iShares US Infrastructure ETF (IFRA) in Q4 2024, closing a stake of 59,011 shares — an estimated $2.77M sold.

Retirement Guys Formula first reported a position in IFRA in Q2 2023 and held it in 5 quarters. The position peaked at $2.77M in Q3 2024. 461 funds tracked by Wall St. Rank hold IFRA as of Q4 2024.

  • Retirement Guys Formula reported no remaining iShares US Infrastructure ETF position as of Q4 2024 after selling out during the quarter.
  • Retirement Guys Formula sold 59,011 iShares US Infrastructure ETF shares in Q4 2024, an estimated $2.77M.
  • Retirement Guys Formula first reported a position in iShares US Infrastructure ETF in Q2 2023 and held it in 5 quarters.
  • Retirement Guys Formula's iShares US Infrastructure ETF position peaked at $2.77M in Q3 2024.
  • 461 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2024.

Based on Retirement Guys Formula's 13F filing for Q4 2024, filed 29 Jan 2025.