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

Shira Ridge 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
2025 Q1	–	Sell	-6,465	Closed	-$299K	–	77
2024 Q4	$299K	Sell	6,465 -21,254	-77%	-$1.03M	0.15%	62
2024 Q3	$1.3M	Sell	27,719 -36,669	-57%	-$1.64M	0.66%	27
2024 Q2	$2.71M	Sell	64,388 -5,199	-7%	-$223K	1.51%	18
2024 Q1	$3.02M	Sell	69,587 -9,390	-12%	-$377K	1.73%	15
2023 Q4	$3.18M	Sell	78,977 -34,610	-30%	-$1.29M	1.91%	14
2023 Q3	$4.16M	Buy	113,587 +4,799	+4%	+$187K	2.73%	10
2023 Q2	$4.25M	Buy	108,788 +2,978	+3%	+$111K	2.66%	11
2023 Q1	$3.95M	Buy	105,810 +3,378	+3%	+$128K	2.61%	13
2022 Q4	$3.71M	Buy	+102,432	New	+$3.67M	2.56%	15

Other funds holding IFRA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Shira Ridge Wealth Management's IFRA Position: Q1 2025 in Review

Shira Ridge Wealth Management sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 6,465 shares — an estimated $299K sold.

Shira Ridge Wealth Management first reported a position in IFRA in Q4 2022 and held it in 9 quarters. The position peaked at $4.25M in Q2 2023. 360 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

Shira Ridge Wealth Management reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
Shira Ridge Wealth Management sold 6,465 iShares US Infrastructure ETF shares in Q1 2025, an estimated $299K.
Shira Ridge Wealth Management first reported a position in iShares US Infrastructure ETF in Q4 2022 and held it in 9 quarters.
Shira Ridge Wealth Management's iShares US Infrastructure ETF position peaked at $4.25M in Q2 2023.
360 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Shira Ridge Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.