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TRUE Private Wealth Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

TRUE Private Wealth Advisors’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
Q4 		– Sell
-5,110
Closed -$240K – 229
2024
Q3 		$240K Sell
5,110
-76
-1% -$3.39K 0.03% 194
2024
Q2 		$218K Sell
5,186
-517
-9% -$22.2K 0.02% 257
2024
Q1 		$247K Sell
5,703
-388
-6% -$15.6K 0.03% 254
2023
Q4 		$245K Sell
6,091
-411
-6% -$15.3K 0.03% 244
2023
Q3 		$238K Buy
+6,502
New +$253K 0.03% 225

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TRUE Private Wealth Advisors's IFRA Position: Q4 2024 in Review

TRUE Private Wealth Advisors sold out of iShares US Infrastructure ETF (IFRA) in Q4 2024, closing a stake of 5,110 shares — an estimated $240K sold.

TRUE Private Wealth Advisors first reported a position in IFRA in Q3 2023 and held it in 5 quarters. The position peaked at $247K in Q1 2024. 461 funds tracked by Wall St. Rank hold IFRA as of Q4 2024.

  • TRUE Private Wealth Advisors reported no remaining iShares US Infrastructure ETF position as of Q4 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 5,110 iShares US Infrastructure ETF shares in Q4 2024, an estimated $240K.
  • TRUE Private Wealth Advisors first reported a position in iShares US Infrastructure ETF in Q3 2023 and held it in 5 quarters.
  • TRUE Private Wealth Advisors's iShares US Infrastructure ETF position peaked at $247K in Q1 2024.
  • 461 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.