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IFRA icon

Simplicity Solutions’s iShares US Infrastructure ETF IFRA Stock Holding History

Simplicity Solutions’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
2023
Q4 		$336K Buy
8,356
+1,489
+22% +$55.4K 0.01% 800
2023
Q3 		$251K Buy
6,867
+1,505
+28% +$58.5K 0.01% 821
2023
Q2 		$210K Sell
5,362
-7,542
-58% -$282K 0.01% 959
2023
Q1 		$482K Buy
+12,904
New +$487K 0.01% 704

Other funds holding IFRA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Simplicity Solutions's IFRA Position: Q4 2023 in Review

Simplicity Solutions increased its iShares US Infrastructure ETF (IFRA) stake by 22% in Q4 2023, buying an estimated $55.4K and bringing the position to 8,356 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #800.

Simplicity Solutions first reported a position in IFRA in Q1 2023 and has held it in 4 quarters since. The position peaked at $482K in Q1 2023. 379 funds tracked by Wall St. Rank hold IFRA as of Q4 2023.

  • Simplicity Solutions held 8,356 shares of iShares US Infrastructure ETF worth $336K as of Q4 2023.
  • Simplicity Solutions bought 1,489 iShares US Infrastructure ETF shares in Q4 2023, an estimated $55.4K.
  • iShares US Infrastructure ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #800 holding.
  • Simplicity Solutions first reported a position in iShares US Infrastructure ETF in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's iShares US Infrastructure ETF position peaked at $482K in Q1 2023.
  • 379 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.