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

Ruedi Wealth Management’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
Q2 		– Sell
-131
Closed -$4.89K – 241
2023
Q1 		$4.89K Buy
+131
New +$4.95K ﹤0.01% 193

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Ruedi Wealth Management's IFRA Position: Q2 2023 in Review

Ruedi Wealth Management sold out of iShares US Infrastructure ETF (IFRA) in Q2 2023, closing a stake of 131 shares — an estimated $4.89K sold.

Ruedi Wealth Management first reported a position in IFRA in Q1 2023 and held it in 1 quarter. The position peaked at $4.89K in Q1 2023. 325 funds tracked by Wall St. Rank hold IFRA as of Q2 2023.

  • Ruedi Wealth Management reported no remaining iShares US Infrastructure ETF position as of Q2 2023 after selling out during the quarter.
  • Ruedi Wealth Management sold 131 iShares US Infrastructure ETF shares in Q2 2023, an estimated $4.89K.
  • Ruedi Wealth Management first reported a position in iShares US Infrastructure ETF in Q1 2023 and held it in 1 quarter.
  • Ruedi Wealth Management's iShares US Infrastructure ETF position peaked at $4.89K in Q1 2023.
  • 325 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2023.

Based on Ruedi Wealth Management's 13F filing for Q2 2023, filed 27 Jul 2023.