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Vertex Planning Partners’s iShares US Infrastructure ETF IFRA Stock Holding History

Vertex Planning Partners’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
2025
Q1 		– Sell
-8,148
Closed -$377K – 186
2024
Q4 		$377K Sell
8,148
-195
-2% -$9.44K 0.08% 129
2024
Q3 		$392K Buy
8,343
+882
+12% +$39.4K 0.09% 110
2024
Q2 		$314K Buy
7,461
+460
+7% +$19.8K 0.08% 116
2024
Q1 		$304K Buy
7,001
+512
+8% +$20.6K 0.08% 123
2023
Q4 		$261K Buy
+6,489
New +$242K 0.08% 128

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Vertex Planning Partners's IFRA Position: Q1 2025 in Review

Vertex Planning Partners sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 8,148 shares — an estimated $377K sold.

Vertex Planning Partners first reported a position in IFRA in Q4 2023 and held it in 5 quarters. The position peaked at $392K in Q3 2024. 360 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

  • Vertex Planning Partners reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 8,148 iShares US Infrastructure ETF shares in Q1 2025, an estimated $377K.
  • Vertex Planning Partners first reported a position in iShares US Infrastructure ETF in Q4 2023 and held it in 5 quarters.
  • Vertex Planning Partners's iShares US Infrastructure ETF position peaked at $392K in Q3 2024.
  • 360 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Vertex Planning Partners's 13F filing for Q1 2025, filed 14 May 2025.