SF
IFRA icon

SWP Financial’s iShares US Infrastructure ETF IFRA Stock Holding History

SWP Financial’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
2025
Q1 		– Sell
-23,570
Closed -$1.09M – 68
2024
Q4 		$1.09M Buy
+23,570
New +$1.14M 0.66% 31

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWP Financial's IFRA Position: Q1 2025 in Review

SWP Financial sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 23,570 shares — an estimated $1.09M sold.

SWP Financial first reported a position in IFRA in Q4 2024 and held it in 1 quarter. The position peaked at $1.09M in Q4 2024. 357 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

  • SWP Financial reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • SWP Financial sold 23,570 iShares US Infrastructure ETF shares in Q1 2025, an estimated $1.09M.
  • SWP Financial first reported a position in iShares US Infrastructure ETF in Q4 2024 and held it in 1 quarter.
  • SWP Financial's iShares US Infrastructure ETF position peaked at $1.09M in Q4 2024.
  • 357 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on SWP Financial's 13F filing for Q1 2025, filed 2 May 2025.