AFS
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Access Financial Services’s iShares US Home Construction ETF ITB Stock Holding History

Access Financial Services’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,237
Closed -$620K – 85
2022
Q4 		$620K Buy
10,237
+74
+0.7% +$4.27K 0.38% 67
2022
Q3 		$529K Buy
10,163
+40
+0.4% +$2.3K 0.34% 70
2022
Q2 		$531K Buy
+10,123
New +$578K 0.3% 78

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Access Financial Services's ITB Position: Q1 2023 in Review

Access Financial Services sold out of iShares US Home Construction ETF (ITB) in Q1 2023, closing a stake of 10,237 shares — an estimated $620K sold.

Access Financial Services first reported a position in ITB in Q2 2022 and held it in 3 quarters. The position peaked at $620K in Q4 2022. 252 funds tracked by Wall St. Rank hold ITB as of Q1 2023.

  • Access Financial Services reported no remaining iShares US Home Construction ETF position as of Q1 2023 after selling out during the quarter.
  • Access Financial Services sold 10,237 iShares US Home Construction ETF shares in Q1 2023, an estimated $620K.
  • Access Financial Services first reported a position in iShares US Home Construction ETF in Q2 2022 and held it in 3 quarters.
  • Access Financial Services's iShares US Home Construction ETF position peaked at $620K in Q4 2022.
  • 252 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2023.

Based on Access Financial Services's 13F filing for Q1 2023, filed 24 Apr 2023.