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

Wealth Management Resources’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
2026 Q1	–	Sell	-4,269	Closed	-$225K	–	29
2025 Q4	$225K	Sell	4,269 -2,387	-36%	-$126K	0.08%	27
2025 Q3	$352K	Sell	6,656 -973	-13%	-$49.9K	0.11%	29
2025 Q2	$375K	Sell	7,629 -11,395	-60%	-$530K	0.13%	29
2025 Q1	$857K	Sell	19,024 -1,176	-6%	-$54.9K	0.31%	26
2024 Q4	$935K	Sell	20,200 -151,567	-88%	-$7.34M	0.35%	26
2024 Q3	$8.07M	Sell	171,767 -2,988	-2%	-$133K	3.23%	13
2024 Q2	$7.36M	Sell	174,755 -6,849	-4%	-$294K	3.16%	13
2024 Q1	$7.87M	Sell	181,604 -5,724	-3%	-$230K	3.4%	13
2023 Q4	$7.54M	Buy	+187,328	New	+$6.98M	3.55%	13

Other funds holding IFRA

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wellspring Financial Advisors Cleveland, Ohio $1.33B AUM 21.85% 1-Year Est. Return