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

WCG 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
2025 Q1	–	Sell	-33,824	Closed	-$1.57M	–	305
2024 Q4	$1.57M	Buy	33,824 +770	+2%	+$37.3K	0.1%	169
2024 Q3	$1.55M	Buy	33,054 +927	+3%	+$41.4K	0.1%	179
2024 Q2	$1.35M	Sell	32,127 -433	-1%	-$18.6K	0.1%	166
2024 Q1	$1.41M	Buy	32,560 +11,848	+57%	+$476K	0.12%	154
2023 Q4	$834K	Sell	20,712 -1,628	-7%	-$60.6K	0.06%	212
2023 Q3	$818K	Buy	22,340 +7,043	+46%	+$274K	0.06%	217
2023 Q2	$598K	Buy	+15,297	New	+$571K	0.07%	135

Other funds holding IFRA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WCG Wealth Advisors's IFRA Position: Q1 2025 in Review

WCG Wealth Advisors sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 33,824 shares — an estimated $1.57M sold.

WCG Wealth Advisors first reported a position in IFRA in Q2 2023 and held it in 7 quarters. The position peaked at $1.57M in Q4 2024. 361 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

WCG Wealth Advisors reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
WCG Wealth Advisors sold 33,824 iShares US Infrastructure ETF shares in Q1 2025, an estimated $1.57M.
WCG Wealth Advisors first reported a position in iShares US Infrastructure ETF in Q2 2023 and held it in 7 quarters.
WCG Wealth Advisors's iShares US Infrastructure ETF position peaked at $1.57M in Q4 2024.
361 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on WCG Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.