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

AJ Wealth Strategies’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
2020
Q4 		– Sell
-4,300
Closed -$244K – 242
2020
Q3 		$244K Buy
+4,300
New +$225K 0.02% 188

Other funds holding ITB

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

AJ Wealth Strategies's ITB Position: Q4 2020 in Review

AJ Wealth Strategies sold out of iShares US Home Construction ETF (ITB) in Q4 2020, closing a stake of 4,300 shares — an estimated $244K sold.

AJ Wealth Strategies first reported a position in ITB in Q3 2020 and held it in 1 quarter. The position peaked at $244K in Q3 2020. 256 funds tracked by Wall St. Rank hold ITB as of Q4 2020.

  • AJ Wealth Strategies reported no remaining iShares US Home Construction ETF position as of Q4 2020 after selling out during the quarter.
  • AJ Wealth Strategies sold 4,300 iShares US Home Construction ETF shares in Q4 2020, an estimated $244K.
  • AJ Wealth Strategies first reported a position in iShares US Home Construction ETF in Q3 2020 and held it in 1 quarter.
  • AJ Wealth Strategies's iShares US Home Construction ETF position peaked at $244K in Q3 2020.
  • 256 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2020.

Based on AJ Wealth Strategies's 13F filing for Q4 2020, filed 16 Feb 2021.