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RFP Financial Group’s iShares US Infrastructure ETF IFRA Stock Holding History

RFP Financial 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
2023
Q3 		– Sell
-3
Closed -$120 – 925
2023
Q2 		$120 Buy
3
+2
+200% +$75 ﹤0.01% 938
2023
Q1 		$28 Hold
1
– – ﹤0.01% 737
2022
Q4 		$27 Buy
+1
New +$36 ﹤0.01% 907

Other funds holding IFRA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
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

RFP Financial Group's IFRA Position: Q3 2023 in Review

RFP Financial Group sold out of iShares US Infrastructure ETF (IFRA) in Q3 2023, closing a stake of 3 shares — an estimated $120 sold.

RFP Financial Group first reported a position in IFRA in Q4 2022 and held it in 3 quarters. The position peaked at $120 in Q2 2023. 330 funds tracked by Wall St. Rank hold IFRA as of Q3 2023.

  • RFP Financial Group reported no remaining iShares US Infrastructure ETF position as of Q3 2023 after selling out during the quarter.
  • RFP Financial Group sold 3 iShares US Infrastructure ETF shares in Q3 2023, an estimated $120.
  • RFP Financial Group first reported a position in iShares US Infrastructure ETF in Q4 2022 and held it in 3 quarters.
  • RFP Financial Group's iShares US Infrastructure ETF position peaked at $120 in Q2 2023.
  • 330 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2023.

Based on RFP Financial Group's 13F filing for Q3 2023, filed 30 Oct 2023.