TSWM
IFRA icon

Tyler-Stone Wealth Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Tyler-Stone 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
2023
Q4 		– Sell
-390
Closed -$14K – 972
2023
Q3 		$14K Hold
390
– – 0.01% 541
2023
Q2 		$15K Buy
+390
New +$14.6K 0.01% 529

Other funds holding IFRA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Tyler-Stone Wealth Management's IFRA Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of iShares US Infrastructure ETF (IFRA) in Q4 2023, closing a stake of 390 shares — an estimated $14K sold.

Tyler-Stone Wealth Management first reported a position in IFRA in Q2 2023 and held it in 2 quarters. The position peaked at $15K in Q2 2023. 379 funds tracked by Wall St. Rank hold IFRA as of Q4 2023.

  • Tyler-Stone Wealth Management reported no remaining iShares US Infrastructure ETF position as of Q4 2023 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 390 iShares US Infrastructure ETF shares in Q4 2023, an estimated $14K.
  • Tyler-Stone Wealth Management first reported a position in iShares US Infrastructure ETF in Q2 2023 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's iShares US Infrastructure ETF position peaked at $15K in Q2 2023.
  • 379 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.