WR Wealth Planners’s iShares US Infrastructure ETF IFRA Stock Holding History

WR Wealth Planners’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	$69.1K	Sell	1,492 -1,768	-54%	-$85.6K	0.02%	285
2024 Q3	$153K	Sell	3,260 -369	-10%	-$16.5K	0.04%	218
2024 Q2	$153K	Sell	3,629 -349	-9%	-$15K	0.05%	203
2024 Q1	$172K	Sell	3,978 -2,673	-40%	-$107K	0.05%	193
2023 Q4	$268K	Sell	6,651 -174	-3%	-$6.48K	0.1%	150
2023 Q3	$250K	Sell	6,825 -115	-2%	-$4.47K	0.1%	151
2023 Q2	$271K	Buy	6,940 +44	+0.6%	+$1.64K	0.11%	139
2023 Q1	$257K	Buy	6,896 +422	+7%	+$15.9K	0.11%	133
2022 Q4	$235K	Buy	6,474 +4,564	+239%	+$163K	0.14%	105
2022 Q3	$61.6K	Buy	1,910 +924	+94%	+$33.3K	0.04%	153
2022 Q2	$33.6K	Buy	986 +687	+230%	+$25.4K	0.02%	196
2022 Q1	$11.6K	Buy	+299	New	+$11.2K	0.01%	280

Other funds holding IFRA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WBG

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WR Wealth Planners's IFRA Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares US Infrastructure ETF (IFRA) stake by 54% in Q4 2024, selling an estimated $85.6K and leaving 1,492 shares worth $69.1K. The position accounts for 0.02% of the portfolio, ranked #285.

WR Wealth Planners first reported a position in IFRA in Q1 2022 and has held it in 12 quarters since. The position peaked at $271K in Q2 2023. 459 funds tracked by Wall St. Rank hold IFRA as of Q4 2024.

WR Wealth Planners held 1,492 shares of iShares US Infrastructure ETF worth $69.1K as of Q4 2024.
WR Wealth Planners sold 1,768 iShares US Infrastructure ETF shares in Q4 2024, an estimated $85.6K.
iShares US Infrastructure ETF made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #285 holding.
WR Wealth Planners first reported a position in iShares US Infrastructure ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's iShares US Infrastructure ETF position peaked at $271K in Q2 2023.
459 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.