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TRUADVICE’s iShares US Infrastructure ETF IFRA Stock Holding History

TRUADVICE’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
-7,909
Closed -$311K – 260
2023
Q2 		$311K Sell
7,909
-33
-0.4% -$1.23K 0.11% 175
2023
Q1 		$294K Buy
7,942
+277
+4% +$10.5K 0.12% 177
2022
Q4 		$293K Sell
7,665
-533
-7% -$19.1K 0.15% 125
2022
Q3 		$294K Buy
8,198
+369
+5% +$13.3K 0.17% 109
2022
Q2 		$290K Buy
+7,829
New +$289K 0.15% 120

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 $377B 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 $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TRUADVICE's IFRA Position: Q3 2023 in Review

TRUADVICE sold out of iShares US Infrastructure ETF (IFRA) in Q3 2023, closing a stake of 7,909 shares — an estimated $311K sold.

TRUADVICE first reported a position in IFRA in Q2 2022 and held it in 5 quarters. The position peaked at $311K in Q2 2023. 332 funds tracked by Wall St. Rank hold IFRA as of Q3 2023.

  • TRUADVICE reported no remaining iShares US Infrastructure ETF position as of Q3 2023 after selling out during the quarter.
  • TRUADVICE sold 7,909 iShares US Infrastructure ETF shares in Q3 2023, an estimated $311K.
  • TRUADVICE first reported a position in iShares US Infrastructure ETF in Q2 2022 and held it in 5 quarters.
  • TRUADVICE's iShares US Infrastructure ETF position peaked at $311K in Q2 2023.
  • 332 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.