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W Advisors LLC’s iShares US Infrastructure ETF IFRA Stock Holding History

W Advisors LLC’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
-7,066
Closed -$327K – 121
2024
Q4 		$327K Buy
7,066
+247
+4% +$12K 0.2% 90
2024
Q3 		$320K Sell
6,819
-870
-11% -$38.8K 0.2% 90
2024
Q2 		$324K Buy
7,689
+254
+3% +$10.9K 0.21% 88
2024
Q1 		$322K Buy
7,435
+2,143
+40% +$86K 0.22% 86
2023
Q4 		$213K Buy
+5,292
New +$197K 0.16% 106
2022
Q3 		– Sell
-6,227
Closed -$212K – 101
2022
Q2 		$212K Buy
+6,227
New +$230K 0.18% 101

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

W Advisors LLC's IFRA Position: Q1 2025 in Review

W Advisors LLC sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 7,066 shares — an estimated $327K sold.

W Advisors LLC first reported a position in IFRA in Q2 2022 and held it in 6 quarters. The position peaked at $327K in Q4 2024. 360 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

  • W Advisors LLC reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • W Advisors LLC sold 7,066 iShares US Infrastructure ETF shares in Q1 2025, an estimated $327K.
  • W Advisors LLC first reported a position in iShares US Infrastructure ETF in Q2 2022 and held it in 6 quarters.
  • W Advisors LLC's iShares US Infrastructure ETF position peaked at $327K in Q4 2024.
  • 360 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on W Advisors LLC's 13F filing for Q1 2025, filed 13 May 2025.