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

Titus 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
2022
Q2 		$216K Sell
6,353
-1,577
-20% -$58.2K 0.11% 148
2022
Q1 		$309K Buy
7,930
+376
+5% +$14K 0.14% 118
2021
Q4 		$289K Buy
+7,554
New +$277K 0.13% 118

Other funds holding IFRA

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Titus Wealth Management's IFRA Position: Q2 2022 in Review

Titus Wealth Management reduced its iShares US Infrastructure ETF (IFRA) stake by 20% in Q2 2022, selling an estimated $58.2K and leaving 6,353 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #148.

Titus Wealth Management first reported a position in IFRA in Q4 2021 and has held it in 3 quarters since. The position peaked at $309K in Q1 2022. 286 funds tracked by Wall St. Rank hold IFRA as of Q2 2022.

  • Titus Wealth Management held 6,353 shares of iShares US Infrastructure ETF worth $216K as of Q2 2022.
  • Titus Wealth Management sold 1,577 iShares US Infrastructure ETF shares in Q2 2022, an estimated $58.2K.
  • iShares US Infrastructure ETF made up 0.11% of Titus Wealth Management's portfolio in Q2 2022, its #148 holding.
  • Titus Wealth Management first reported a position in iShares US Infrastructure ETF in Q4 2021 and has held it in 3 quarters since.
  • Titus Wealth Management's iShares US Infrastructure ETF position peaked at $309K in Q1 2022.
  • 286 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.