AWA
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Arete Wealth Advisors’s iShares US Home Construction ETF ITB Stock Holding History

Arete Wealth Advisors’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
2025
Q1 		– Sell
-3,849
Closed -$398K – 758
2024
Q4 		$398K Buy
+3,849
New +$457K 0.03% 476
2022
Q4 		– Sell
-6,809
Closed -$354K – 668
2022
Q3 		$354K Buy
6,809
+62
+0.9% +$3.57K 0.03% 363
2022
Q2 		$355K Sell
6,747
-295
-4% -$16.9K 0.04% 306
2022
Q1 		$417K Sell
7,042
-121
-2% -$8.29K 0.03% 317
2021
Q4 		$594K Buy
7,163
+382
+6% +$28.8K 0.05% 257
2021
Q3 		$449K Buy
+6,781
New +$478K 0.05% 271
2021
Q2 		– Sell
-3,225
Closed -$219K – 405
2021
Q1 		$219K Buy
+3,225
New +$199K 0.03% 376

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return