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

Simplicity Wealth’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
2024
Q4 		– Sell
-9,007
Closed -$423K – 434
2024
Q3 		$423K Sell
9,007
-16,551
-65% -$738K 0.04% 327
2024
Q2 		$1.08M Buy
25,558
+3,356
+15% +$144K 0.02% 510
2024
Q1 		$963K Buy
22,202
+14,144
+176% +$568K 0.02% 532
2023
Q4 		$325K Buy
8,058
+2,049
+34% +$76.3K 0.13% 132
2023
Q3 		$220K Buy
6,009
+647
+12% +$25.2K 0.13% 84
2023
Q2 		$210K Buy
+5,362
New +$200K 0.13% 72

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Simplicity Wealth's IFRA Position: Q4 2024 in Review

Simplicity Wealth sold out of iShares US Infrastructure ETF (IFRA) in Q4 2024, closing a stake of 9,007 shares — an estimated $423K sold.

Simplicity Wealth first reported a position in IFRA in Q2 2023 and held it in 6 quarters. The position peaked at $1.08M in Q2 2024. 461 funds tracked by Wall St. Rank hold IFRA as of Q4 2024.

  • Simplicity Wealth reported no remaining iShares US Infrastructure ETF position as of Q4 2024 after selling out during the quarter.
  • Simplicity Wealth sold 9,007 iShares US Infrastructure ETF shares in Q4 2024, an estimated $423K.
  • Simplicity Wealth first reported a position in iShares US Infrastructure ETF in Q2 2023 and held it in 6 quarters.
  • Simplicity Wealth's iShares US Infrastructure ETF position peaked at $1.08M in Q2 2024.
  • 461 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.