ACG Wealth’s iShares US Home Construction ETF ITB Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-1,000	Closed	-$52K	–	612
2022 Q2	$52K	Buy	+1,000	New	+$57.1K	0.01%	430

Other funds holding ITB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ACG Wealth's ITB Position: Q3 2022 in Review

ACG Wealth sold out of iShares US Home Construction ETF (ITB) in Q3 2022, closing a stake of 1,000 shares — an estimated $52K sold.

ACG Wealth first reported a position in ITB in Q2 2022 and held it in 1 quarter. The position peaked at $52K in Q2 2022. 224 funds tracked by Wall St. Rank hold ITB as of Q3 2022.

ACG Wealth reported no remaining iShares US Home Construction ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 1,000 iShares US Home Construction ETF shares in Q3 2022, an estimated $52K.
ACG Wealth first reported a position in iShares US Home Construction ETF in Q2 2022 and held it in 1 quarter.
ACG Wealth's iShares US Home Construction ETF position peaked at $52K in Q2 2022.
224 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.