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Stratos Investment Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Stratos Investment Management’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
-4,375
Closed -$206K – 281
2024
Q3 		$206K Buy
+4,375
New +$195K 0.01% 243

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Morgan Stanley
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JP Morgan Chase
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WBG
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Envestnet Portfolio Solutions
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Mariner
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BlackRock
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Stratos Investment Management's IFRA Position: Q4 2024 in Review

Stratos Investment Management sold out of iShares US Infrastructure ETF (IFRA) in Q4 2024, closing a stake of 4,375 shares — an estimated $206K sold.

Stratos Investment Management first reported a position in IFRA in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 463 funds tracked by Wall St. Rank hold IFRA as of Q4 2024.

  • Stratos Investment Management reported no remaining iShares US Infrastructure ETF position as of Q4 2024 after selling out during the quarter.
  • Stratos Investment Management sold 4,375 iShares US Infrastructure ETF shares in Q4 2024, an estimated $206K.
  • Stratos Investment Management first reported a position in iShares US Infrastructure ETF in Q3 2024 and held it in 1 quarter.
  • Stratos Investment Management's iShares US Infrastructure ETF position peaked at $206K in Q3 2024.
  • 463 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2024.

Based on Stratos Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.