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

Atlas Private 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
2021 Q2	–	Sell	-421	Closed	-$29K	–	237
2021 Q1	$29K	Sell	421 -250	-37%	-$15.4K	0.02%	232
2020 Q4	$37K	Hold	671	–	–	0.03%	215
2020 Q3	$38K	Hold	671	–	–	0.03%	204
2020 Q2	$30K	Hold	671	–	–	0.02%	229
2020 Q1	$19K	Hold	671	–	–	0.02%	257
2019 Q4	$30K	Buy	+671	New	+$29.9K	0.02%	241

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

Atlas Private Wealth Management's ITB Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q2 2021, closing a stake of 421 shares — an estimated $29K sold.

Atlas Private Wealth Management first reported a position in ITB in Q4 2019 and held it in 6 quarters. The position peaked at $38K in Q3 2020. 274 funds tracked by Wall St. Rank hold ITB as of Q2 2021.

Atlas Private Wealth Management reported no remaining iShares US Home Construction ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 421 iShares US Home Construction ETF shares in Q2 2021, an estimated $29K.
Atlas Private Wealth Management first reported a position in iShares US Home Construction ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's iShares US Home Construction ETF position peaked at $38K in Q3 2020.
274 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.