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Almanack Investment Partners’s iShares US Home Construction ETF ITB Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-1,087
Closed -$57K – 671
2022
Q3 		$57K Buy
+1,087
New +$62.6K 0.01% 243
2019
Q4 		– Sell
-14,000
Closed -$606K – 213
2019
Q3 		$606K Buy
+14,000
New +$561K 0.12% 101

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Almanack Investment Partners's ITB Position: Q4 2022 in Review

Almanack Investment Partners sold out of iShares US Home Construction ETF (ITB) in Q4 2022, closing a stake of 1,087 shares — an estimated $57K sold.

Almanack Investment Partners first reported a position in ITB in Q3 2019 and held it in 2 quarters. The position peaked at $606K in Q3 2019. 238 funds tracked by Wall St. Rank hold ITB as of Q4 2022.

  • Almanack Investment Partners reported no remaining iShares US Home Construction ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 1,087 iShares US Home Construction ETF shares in Q4 2022, an estimated $57K.
  • Almanack Investment Partners first reported a position in iShares US Home Construction ETF in Q3 2019 and held it in 2 quarters.
  • Almanack Investment Partners's iShares US Home Construction ETF position peaked at $606K in Q3 2019.
  • 238 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.