Robertson Stephens Wealth Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$383K Sell
7,783
-114
-1% -$5.61K 0.01% 413
2025
Q1
$356K Sell
7,897
-3,456
-30% -$156K 0.01% 417
2024
Q4
$526K Buy
11,353
+1,611
+17% +$74.6K 0.02% 348
2024
Q3
$458K Sell
9,742
-1,057
-10% -$49.6K 0.02% 433
2024
Q2
$455K Buy
10,799
+1,429
+15% +$60.2K 0.02% 343
2024
Q1
$406K Buy
9,370
+2,973
+46% +$129K 0.02% 377
2023
Q4
$258K Buy
6,397
+156
+2% +$6.28K 0.02% 402
2023
Q3
$230K Buy
+6,241
New +$230K 0.02% 408
2022
Q3
Sell
-12,137
Closed -$413K 374
2022
Q2
$413K Buy
+12,137
New +$413K 0.04% 256