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Wedmont Private Capital’s iShares US Infrastructure ETF IFRA Stock Holding History

Wedmont Private Capital’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
2024
Q4 		– Sell
-4,997
Closed -$234K – 717
2024
Q3 		$234K Buy
+4,997
New +$223K 0.01% 587

Other funds holding IFRA

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Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wedmont Private Capital's IFRA Position: Q4 2024 in Review

Wedmont Private Capital sold out of iShares US Infrastructure ETF (IFRA) in Q4 2024, closing a stake of 4,997 shares — an estimated $234K sold.

Wedmont Private Capital first reported a position in IFRA in Q3 2024 and held it in 1 quarter. The position peaked at $234K in Q3 2024. 463 funds tracked by Wall St. Rank hold IFRA as of Q4 2024.

  • Wedmont Private Capital reported no remaining iShares US Infrastructure ETF position as of Q4 2024 after selling out during the quarter.
  • Wedmont Private Capital sold 4,997 iShares US Infrastructure ETF shares in Q4 2024, an estimated $234K.
  • Wedmont Private Capital first reported a position in iShares US Infrastructure ETF in Q3 2024 and held it in 1 quarter.
  • Wedmont Private Capital's iShares US Infrastructure ETF position peaked at $234K in Q3 2024.
  • 463 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2024.

Based on Wedmont Private Capital's 13F filing for Q4 2024, filed 13 Jan 2025.