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

Ameliora Wealth Management’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	-800	Closed	-$80.9K	–	177
2024 Q2	$80.9K	Hold	800	–	–	0.04%	111
2024 Q1	$92.7K	Hold	800	–	–	0.04%	114
2023 Q4	$81.4K	Hold	800	–	–	0.04%	102
2023 Q3	$62.8K	Hold	800	–	–	0.04%	114
2023 Q2	$68.3K	Hold	800	–	–	0.04%	113
2023 Q1	$56.2K	Sell	800 -800	-50%	-$54K	0.03%	127
2022 Q4	$97K	Hold	1,600	–	–	0.05%	104
2022 Q3	$86K	Buy	+1,600	New	+$92.2K	0.05%	104

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameliora Wealth Management's ITB Position: Q3 2024 in Review

Ameliora Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q3 2024, closing a stake of 800 shares — an estimated $80.9K sold.

Ameliora Wealth Management first reported a position in ITB in Q3 2022 and held it in 8 quarters. The position peaked at $97K in Q4 2022. 369 funds tracked by Wall St. Rank hold ITB as of Q3 2024.

Ameliora Wealth Management reported no remaining iShares US Home Construction ETF position as of Q3 2024 after selling out during the quarter.
Ameliora Wealth Management sold 800 iShares US Home Construction ETF shares in Q3 2024, an estimated $80.9K.
Ameliora Wealth Management first reported a position in iShares US Home Construction ETF in Q3 2022 and held it in 8 quarters.
Ameliora Wealth Management's iShares US Home Construction ETF position peaked at $97K in Q4 2022.
369 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2024.

Based on Ameliora Wealth Management's 13F filing for Q3 2024, filed 11 Oct 2024.