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Advisor OS’s iShares US Home Construction ETF ITB Stock Holding History

Advisor OS’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
2024
Q3 		– Sell
-2,616
Closed -$264K – 418
2024
Q2 		$264K Buy
+2,616
New +$277K 0.03% 326
2022
Q1 		– Sell
-13,995
Closed -$1.16M – 223
2021
Q4 		$1.16M Sell
13,995
-142
-1% -$10.7K 0.24% 97
2021
Q3 		$936K Sell
14,137
-1,923
-12% -$136K 0.2% 96
2021
Q2 		$1.11M Sell
16,060
-6,332
-28% -$449K 0.23% 83
2021
Q1 		$1.52M Buy
+22,392
New +$1.38M 0.34% 54

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Twin Tree Management
Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return