Shira Ridge 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
Q1 | – | Sell |
-6,465
| Closed | -$299K | – | 77 |
|
2024
Q4 | $299K | Sell |
6,465
-21,254
| -77% | -$984K | 0.15% | 62 |
|
2024
Q3 | $1.3M | Sell |
27,719
-36,669
| -57% | -$1.72M | 0.66% | 27 |
|
2024
Q2 | $2.71M | Sell |
64,388
-5,199
| -7% | -$219K | 1.51% | 18 |
|
2024
Q1 | $3.02M | Sell |
69,587
-9,390
| -12% | -$407K | 1.73% | 15 |
|
2023
Q4 | $3.18M | Sell |
78,977
-34,610
| -30% | -$1.39M | 1.91% | 14 |
|
2023
Q3 | $4.16M | Buy |
113,587
+4,799
| +4% | +$176K | 2.73% | 10 |
|
2023
Q2 | $4.25M | Buy |
108,788
+2,978
| +3% | +$116K | 2.66% | 11 |
|
2023
Q1 | $3.95M | Buy |
105,810
+3,378
| +3% | +$126K | 2.61% | 13 |
|
2022
Q4 | $3.71M | Buy |
+102,432
| New | +$3.71M | 2.56% | 15 |
|