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Ishares Tr us infrastruc shares owned by Watershed Private Wealth

Quarter-by-quarter ownership of Ishares Tr us infrastruc (IFRA) shares owned by Watershed Private Wealth from 13F filings

Historical chart of Watershed Private Wealth investment in Ishares Tr us infrastruc

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr us infrastruc held by Watershed Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr us infrastruc by Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 45k 46.97
2024-06-30 $1.9M 45k 42.12
2024-03-31 $1.9M 43k 43.36

More positions owned by Watershed Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Grwth Etf (EFG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)

View all positions for Watershed Private Wealth

Top funds holding Ishares Tr us infrastruc

Envestnet Asset Management
Bank of America Corporation
LPL Financial
Morgan Stanley
Jpmorgan Chase & Co
Wharton Business Group
Envestnet Portfolio Solutions
Mariner Wealth Advisors
BlackRock
CWM
BlackRock
Park Avenue Securities
Hsbc Holdings
Mml Investors Services
Pnc Financial Services

View all funds holding Ishares Tr us infrastruc