SWM
IFRA icon

Sugarloaf Wealth Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Sugarloaf Wealth 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 		$7.27K Sell
157
-4
-2% -$194 ﹤0.01% 534
2024
Q3 		$7.56K Sell
161
-7
-4% -$312 ﹤0.01% 528
2024
Q2 		$7.08K Sell
168
-8
-5% -$344 ﹤0.01% 508
2024
Q1 		$7.63K Buy
+176
New +$7.07K ﹤0.01% 507

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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 $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Sugarloaf Wealth Management's IFRA Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares US Infrastructure ETF (IFRA) stake by 2.5% in Q4 2024, selling an estimated $194 and leaving 157 shares worth $7.27K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Sugarloaf Wealth Management first reported a position in IFRA in Q1 2024 and has held it in 4 quarters since. The position peaked at $7.63K in Q1 2024. 458 funds tracked by Wall St. Rank hold IFRA as of Q4 2024.

  • Sugarloaf Wealth Management held 157 shares of iShares US Infrastructure ETF worth $7.27K as of Q4 2024.
  • Sugarloaf Wealth Management sold 4 iShares US Infrastructure ETF shares in Q4 2024, an estimated $194.
  • iShares US Infrastructure ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #534 holding.
  • Sugarloaf Wealth Management first reported a position in iShares US Infrastructure ETF in Q1 2024 and has held it in 4 quarters since.
  • Sugarloaf Wealth Management's iShares US Infrastructure ETF position peaked at $7.63K in Q1 2024.
  • 458 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.