Wealth Alliance’s iShares US Infrastructure ETF IFRA Stock Holding History

Wealth Alliance’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	-37,850	Closed	-$1.75M	–	532
2024 Q4	$1.75M	Sell	37,850 -196	-0.5%	-$9.49K	0.21%	94
2024 Q3	$1.79M	Buy	38,046 +788	+2%	+$35.2K	0.21%	99
2024 Q2	$1.57M	Buy	37,258 +477	+1%	+$20.5K	0.2%	96
2024 Q1	$1.59M	Sell	36,781 -3,653	-9%	-$147K	0.21%	102
2023 Q4	$1.63M	Buy	40,434 +7,639	+23%	+$284K	0.23%	96
2023 Q3	$1.2M	Buy	32,795 +3,911	+14%	+$152K	0.19%	113
2023 Q2	$1.13M	Buy	28,884 +1,416	+5%	+$52.9K	0.17%	129
2023 Q1	$1.03M	Buy	27,468 +775	+3%	+$29.3K	0.17%	131
2022 Q4	$968K	Buy	26,693 +962	+4%	+$34.4K	0.17%	138
2022 Q3	$830K	Sell	25,731 -14,717	-36%	-$531K	0.16%	138
2022 Q2	$1.38M	Buy	+40,448	New	+$1.49M	0.26%	86

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

Wealth Alliance's IFRA Position: Q1 2025 in Review

Wealth Alliance sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 37,850 shares — an estimated $1.75M sold.

Wealth Alliance first reported a position in IFRA in Q2 2022 and held it in 11 quarters. The position peaked at $1.79M in Q3 2024. 360 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

Wealth Alliance reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
Wealth Alliance sold 37,850 iShares US Infrastructure ETF shares in Q1 2025, an estimated $1.75M.
Wealth Alliance first reported a position in iShares US Infrastructure ETF in Q2 2022 and held it in 11 quarters.
Wealth Alliance's iShares US Infrastructure ETF position peaked at $1.79M in Q3 2024.
360 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Wealth Alliance's 13F filing for Q1 2025, filed 5 May 2025.