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WealthPLAN Partners’s iShares US Infrastructure ETF IFRA Stock Holding History

WealthPLAN 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
-7,545
Closed -$349K – 253
2024
Q4 		$349K Sell
7,545
-95
-1% -$4.6K 0.05% 200
2024
Q3 		$359K Buy
7,640
+139
+2% +$6.2K 0.05% 214
2024
Q2 		$316K Buy
7,501
+82
+1% +$3.52K 0.03% 247
2024
Q1 		$322K Buy
7,419
+448
+6% +$18K 0.03% 249
2023
Q4 		$281K Buy
+6,971
New +$260K 0.03% 271
2023
Q3 		– Sell
-4,124
Closed -$161K – 691
2023
Q2 		$161K Sell
4,124
-1,968
-32% -$73.5K 0.02% 328
2023
Q1 		$227K Buy
6,092
+126
+2% +$4.76K 0.03% 286
2022
Q4 		$231K Buy
+5,966
New +$213K 0.02% 348

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

WealthPLAN Partners's IFRA Position: Q1 2025 in Review

WealthPLAN Partners sold out of iShares US Infrastructure ETF (IFRA) in Q1 2025, closing a stake of 7,545 shares — an estimated $349K sold.

WealthPLAN Partners first reported a position in IFRA in Q4 2022 and held it in 8 quarters. The position peaked at $359K in Q3 2024. 359 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

  • WealthPLAN Partners reported no remaining iShares US Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • WealthPLAN Partners sold 7,545 iShares US Infrastructure ETF shares in Q1 2025, an estimated $349K.
  • WealthPLAN Partners first reported a position in iShares US Infrastructure ETF in Q4 2022 and held it in 8 quarters.
  • WealthPLAN Partners's iShares US Infrastructure ETF position peaked at $359K in Q3 2024.
  • 359 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on WealthPLAN Partners's 13F filing for Q1 2025, filed 12 May 2025.