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

SteelPeak 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
2026 Q2	$558K	Buy	8,845 +1	+0%	+$61	0.01%	410
2026 Q1	$506K	Buy	+8,844	New	+$509K	0.02%	377
2025 Q1	–	Sell	-53,804	Closed	-$2.49M	–	628
2024 Q4	$2.49M	Buy	53,804 +943	+2%	+$45.7K	0.1%	151
2024 Q3	$2.48M	Buy	52,861 +3,173	+6%	+$142K	0.11%	144
2024 Q2	$2.09M	Buy	49,688 +2,832	+6%	+$122K	0.1%	157
2024 Q1	$2.03M	Sell	46,856 -3,798	-7%	-$152K	0.1%	164
2023 Q4	$2.04M	Buy	50,654 +1,549	+3%	+$57.7K	0.12%	134
2023 Q3	$1.81M	Buy	49,105 +1,606	+3%	+$62.4K	0.11%	133
2023 Q2	$1.86M	Buy	47,499 +704	+2%	+$26.3K	0.11%	127
2023 Q1	$1.75M	Buy	46,795 +911	+2%	+$34.4K	0.12%	128
2022 Q4	$1.66M	Sell	45,884 -1,079	-2%	-$38.6K	0.12%	131
2022 Q3	$1.51M	Sell	46,963 -23,853	-34%	-$861K	0.11%	134
2022 Q2	$2.41M	Buy	+70,816	New	+$2.61M	0.17%	101

Other funds holding IFRA

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return

Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return