T
IFRA icon

TCWP’s iShares US Infrastructure ETF IFRA Stock Holding History

TCWP’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
2023
Q3 		– Sell
-43,706
Closed -$1.71M – 138
2023
Q2 		$1.71M Buy
43,706
+289
+0.7% +$10.8K 0.36% 72
2023
Q1 		$1.62M Buy
43,417
+356
+0.8% +$13.4K 0.31% 84
2022
Q4 		$1.56M Buy
43,061
+561
+1% +$20.1K 0.32% 86
2022
Q3 		$1.37M Sell
42,500
-9,001
-17% -$325K 0.29% 92
2022
Q2 		$1.75M Buy
+51,501
New +$1.9M 0.37% 74

Other funds holding IFRA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return