SWA
SOA Wealth Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Buy |
2,744
+10
| +0.4% | +$492 | 0.03% | 245 |
|
|
2025
Q1 | $123K | Buy |
2,734
+16
| +0.6% | +$721 | 0.03% | 238 |
|
|
2024
Q4 | $126K | Buy |
2,718
+14
| +0.5% | +$648 | 0.02% | 232 |
|
|
2024
Q3 | $127K | Buy |
2,704
+14
| +0.5% | +$658 | 0.02% | 226 |
|
|
2024
Q2 | $113K | Buy |
2,690
+11
| +0.4% | +$463 | 0.02% | 236 |
|
|
2024
Q1 | $116K | Buy |
2,679
+10
| +0.4% | +$434 | 0.02% | 233 |
|
|
2023
Q4 | $107K | Buy |
2,669
+32
| +1% | +$1.29K | 0.02% | 227 |
|
|
2023
Q3 | $96.5K | Hold |
2,637
| – | – | 0.02% | 231 |
|
|
2023
Q2 | $103K | Buy |
2,637
+11
| +0.4% | +$430 | 0.02% | 231 |
|
|
2023
Q1 | $98K | Buy |
2,626
+12
| +0.5% | +$448 | 0.02% | 226 |
|
|
2022
Q4 | $94.8K | Buy |
2,614
+35
| +1% | +$1.27K | 0.03% | 226 |
|
|
2022
Q3 | $83K | Hold |
2,579
| – | – | 0.03% | 218 |
|
|
2022
Q2 | $87K | Buy |
2,579
+7
| +0.3% | +$236 | 0.03% | 213 |
|
|
2022
Q1 | $100K | Buy |
2,572
+11
| +0.4% | +$428 | 0.02% | 226 |
|
|
2021
Q4 | $97K | Buy |
2,561
+31
| +1% | +$1.17K | 0.02% | 220 |
|
|
2021
Q3 | $86K | Hold |
2,530
| – | – | 0.02% | 240 |
|
|
2021
Q2 | $89K | Sell |
2,530
-408
| -14% | -$14.4K | 0.02% | 231 |
|
|
2021
Q1 | $101K | Hold |
2,938
| – | – | 0.03% | 192 |
|
|
2020
Q4 | $93K | Buy |
+2,938
| New | +$93K | 0.03% | 197 |
|