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Shared Vision Wealth Group’s iShares US Infrastructure ETF IFRA Stock Holding History

Shared Vision Wealth 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
2025
Q1 		– Sell
-8,747
Closed -$405K – 79
2024
Q4 		$405K Sell
8,747
-581
-6% -$28.1K 0.21% 50
2024
Q3 		$438K Sell
9,328
-188
-2% -$8.39K 0.23% 48
2024
Q2 		$401K Sell
9,516
-434
-4% -$18.6K 0.23% 52
2024
Q1 		$431K Sell
9,950
-2,263
-19% -$90.9K 0.27% 49
2023
Q4 		$492K Buy
+12,213
New +$455K 0.33% 43

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Shared Vision Wealth Group's IFRA Position: Q1 2025 in Review

Shared Vision Wealth Group sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 8,747 shares — an estimated $405K sold.

Shared Vision Wealth Group first reported a position in IFRA in Q4 2023 and held it in 5 quarters. The position peaked at $492K in Q4 2023. 360 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

  • Shared Vision Wealth Group reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • Shared Vision Wealth Group sold 8,747 iShares US Infrastructure ETF shares in Q1 2025, an estimated $405K.
  • Shared Vision Wealth Group first reported a position in iShares US Infrastructure ETF in Q4 2023 and held it in 5 quarters.
  • Shared Vision Wealth Group's iShares US Infrastructure ETF position peaked at $492K in Q4 2023.
  • 360 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Shared Vision Wealth Group's 13F filing for Q1 2025, filed 2 May 2025.