Number of Shares
1.66 Mil
Current Holdings Value*
$74.68 Mil
% of Portfolio
3.38%
Total Estimate Gain
$16.02 Mil
% of Total Estimate Gain
19.67%

Wharton Business Group, LLC's iShares U.S. Infrastructure ETF Holding Summary

As of 2025-03-31, Wharton Business Group, LLC held 1.66 Mil shares of iShares U.S. Infrastructure ETF(IFRA), totaling $74.68 Mil. This investment constitutes 3.38% of their stock portfolio, and Wharton Business Group, LLC now holds 3.28% of the outstanding iShares U.S. Infrastructure ETF(IFRA) stock.

The initial trade took place in 2022Q3. And since then Wharton Business Group, LLC has made 9 purchases of IFRA, at an average price of $40.14, for a total of 2.03 Mil shares. In addition, there have been 2 sales at an average price of $36.66 for 372,935.00 shares. Based on historical transaction data and IFRA's current price of $50.59, Wharton Business Group, LLC's estimated gain on his IFRA holdings is $16.02 Mil, reflecting a 19.67% gain to date.

Wharton Business Group, LLC IFRA ($50.59) Holding Chart

Wharton Business Group, LLC IFRA ($50.59) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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