SVWG
Shared Vision Wealth Group’s iShares US Infrastructure ETF IFRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,747
| Closed | -$405K | – | 79 |
|
|
2024
Q4 | $405K | Sell |
8,747
-581
| -6% | -$26.9K | 0.21% | 50 |
|
|
2024
Q3 | $438K | Sell |
9,328
-188
| -2% | -$8.83K | 0.23% | 48 |
|
|
2024
Q2 | $401K | Sell |
9,516
-434
| -4% | -$18.3K | 0.23% | 52 |
|
|
2024
Q1 | $431K | Sell |
9,950
-2,263
| -19% | -$98.1K | 0.27% | 49 |
|
|
2023
Q4 | $492K | Buy |
+12,213
| New | +$492K | 0.33% | 43 |
|