VWM
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VCI Wealth Management’s iShares US Infrastructure ETF IFRA Stock Holding History

VCI 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
2024
Q2 		– Sell
-32,605
Closed -$1.41M – 95
2024
Q1 		$1.41M Sell
32,605
-5,671
-15% -$228K 0.96% 30
2023
Q4 		$1.54M Buy
+38,276
New +$1.43M 0.94% 29

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VCI Wealth Management's IFRA Position: Q2 2024 in Review

VCI Wealth Management sold out of iShares US Infrastructure ETF (IFRA) in Q2 2024, closing a stake of 32,605 shares — an estimated $1.41M sold.

VCI Wealth Management first reported a position in IFRA in Q4 2023 and held it in 2 quarters. The position peaked at $1.54M in Q4 2023. 404 funds tracked by Wall St. Rank hold IFRA as of Q2 2024.

  • VCI Wealth Management reported no remaining iShares US Infrastructure ETF position as of Q2 2024 after selling out during the quarter.
  • VCI Wealth Management sold 32,605 iShares US Infrastructure ETF shares in Q2 2024, an estimated $1.41M.
  • VCI Wealth Management first reported a position in iShares US Infrastructure ETF in Q4 2023 and held it in 2 quarters.
  • VCI Wealth Management's iShares US Infrastructure ETF position peaked at $1.54M in Q4 2023.
  • 404 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2024.

Based on VCI Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.