Affiance Financial’s iShares US Home Construction ETF ITB Stock Holding History

Affiance Financial’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	-363	Closed	-$19K	–	138
2022 Q2	$19K	Sell	363 -231	-39%	-$13.2K	0.01%	108
2022 Q1	$35K	Buy	594 +231	+64%	+$15.8K	0.02%	116
2021 Q4	$30K	Hold	363	–	–	0.01%	129
2021 Q3	$24K	Hold	363	–	–	0.01%	137
2021 Q2	$25K	Hold	363	–	–	0.01%	141
2021 Q1	$25K	Hold	363	–	–	0.01%	136
2020 Q4	$20K	Buy	+363	New	+$20.4K	0.01%	124

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 $58.2B AUM 22.78% 1-Year Est. Return

MIFH

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

Affiance Financial's ITB Position: Q3 2022 in Review

Affiance Financial sold out of iShares US Home Construction ETF (ITB) in Q3 2022, closing a stake of 363 shares — an estimated $19K sold.

Affiance Financial first reported a position in ITB in Q4 2020 and held it in 7 quarters. The position peaked at $35K in Q1 2022. 224 funds tracked by Wall St. Rank hold ITB as of Q3 2022.

Affiance Financial reported no remaining iShares US Home Construction ETF position as of Q3 2022 after selling out during the quarter.
Affiance Financial sold 363 iShares US Home Construction ETF shares in Q3 2022, an estimated $19K.
Affiance Financial first reported a position in iShares US Home Construction ETF in Q4 2020 and held it in 7 quarters.
Affiance Financial's iShares US Home Construction ETF position peaked at $35K in Q1 2022.
224 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2022.

Based on Affiance Financial's 13F filing for Q3 2022, filed 27 Oct 2022.