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Aris Wealth Services’s iShares US Home Construction ETF ITB Stock Holding History

Aris Wealth Services’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
2015
Q2 		– Sell
-499
Closed -$14K – 522
2015
Q1 		$14K Buy
+499
New +$13.3K 0.01% 336

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CM
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UBS Group
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Goldman Sachs
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CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Aris Wealth Services's ITB Position: Q2 2015 in Review

Aris Wealth Services sold out of iShares US Home Construction ETF (ITB) in Q2 2015, closing a stake of 499 shares — an estimated $14K sold.

Aris Wealth Services first reported a position in ITB in Q1 2015 and held it in 1 quarter. The position peaked at $14K in Q1 2015. 157 funds tracked by Wall St. Rank hold ITB as of Q2 2015.

  • Aris Wealth Services reported no remaining iShares US Home Construction ETF position as of Q2 2015 after selling out during the quarter.
  • Aris Wealth Services sold 499 iShares US Home Construction ETF shares in Q2 2015, an estimated $14K.
  • Aris Wealth Services first reported a position in iShares US Home Construction ETF in Q1 2015 and held it in 1 quarter.
  • Aris Wealth Services's iShares US Home Construction ETF position peaked at $14K in Q1 2015.
  • 157 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2015.

Based on Aris Wealth Services's 13F filing for Q2 2015, filed 13 Aug 2015.