ShoreHaven Wealth Partners’s iShares US Infrastructure ETF IFRA Stock Holding History

ShoreHaven Wealth Partners’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	-30,518	Closed	-$1.41M	–	91
2024 Q4	$1.41M	Sell	30,518 -1,280	-4%	-$62K	0.67%	34
2024 Q3	$1.49M	Buy	31,798 +3,561	+13%	+$159K	0.72%	32
2024 Q2	$1.19M	Buy	28,237 +1,007	+4%	+$43.3K	0.62%	32
2024 Q1	$1.18M	Buy	27,230 +810	+3%	+$32.5K	0.65%	38
2023 Q4	$1.06M	Buy	26,420 +2,269	+9%	+$84.5K	0.65%	37
2023 Q3	$884K	Buy	24,151 +751	+3%	+$29.2K	0.61%	36
2023 Q2	$914K	Buy	23,400 +857	+4%	+$32K	0.61%	34
2023 Q1	$841K	Buy	22,543 +8	+0%	+$302	0.59%	33
2022 Q4	$817K	Buy	22,535 +428	+2%	+$15.3K	0.58%	45
2022 Q3	$712K	Sell	22,107 -8,768	-28%	-$316K	0.54%	42
2022 Q2	$1.05M	Buy	+30,875	New	+$1.14M	0.75%	34

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

ShoreHaven Wealth Partners's IFRA Position: Q1 2025 in Review

ShoreHaven Wealth Partners sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 30,518 shares — an estimated $1.41M sold.

ShoreHaven Wealth Partners first reported a position in IFRA in Q2 2022 and held it in 11 quarters. The position peaked at $1.49M in Q3 2024. 360 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

ShoreHaven Wealth Partners reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
ShoreHaven Wealth Partners sold 30,518 iShares US Infrastructure ETF shares in Q1 2025, an estimated $1.41M.
ShoreHaven Wealth Partners first reported a position in iShares US Infrastructure ETF in Q2 2022 and held it in 11 quarters.
ShoreHaven Wealth Partners's iShares US Infrastructure ETF position peaked at $1.49M in Q3 2024.
360 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2025, filed 6 May 2025.