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Summit Investment Advisory Services’s iShares US Infrastructure ETF IFRA Stock Holding History

Summit Investment Advisory Services’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
Q3 		– Sell
-7,096
Closed -$299K – 89
2024
Q2 		$299K Buy
+7,096
New +$305K 0.35% 37

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WBG
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Envestnet Portfolio Solutions
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Carson Wealth (CWM LLC)
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Summit Investment Advisory Services's IFRA Position: Q3 2024 in Review

Summit Investment Advisory Services sold out of iShares US Infrastructure ETF (IFRA) in Q3 2024, closing a stake of 7,096 shares — an estimated $299K sold.

Summit Investment Advisory Services first reported a position in IFRA in Q2 2024 and held it in 1 quarter. The position peaked at $299K in Q2 2024. 423 funds tracked by Wall St. Rank hold IFRA as of Q3 2024.

  • Summit Investment Advisory Services reported no remaining iShares US Infrastructure ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Investment Advisory Services sold 7,096 iShares US Infrastructure ETF shares in Q3 2024, an estimated $299K.
  • Summit Investment Advisory Services first reported a position in iShares US Infrastructure ETF in Q2 2024 and held it in 1 quarter.
  • Summit Investment Advisory Services's iShares US Infrastructure ETF position peaked at $299K in Q2 2024.
  • 423 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2024.

Based on Summit Investment Advisory Services's 13F filing for Q3 2024, filed 16 Oct 2024.