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

Avitas 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
2022 Q1	–	Sell	-5,907	Closed	-$490K	–	204
2021 Q4	$490K	Sell	5,907 -38	-0.6%	-$2.86K	0.08%	159
2021 Q3	$393K	Sell	5,945 -65	-1%	-$4.58K	0.07%	175
2021 Q2	$416K	Buy	6,010 +81	+1%	+$5.74K	0.07%	183
2021 Q1	$402K	Buy	5,929 +15	+0.3%	+$926	0.08%	191
2020 Q4	$330K	Buy	5,914 +15	+0.3%	+$845	0.07%	198
2020 Q3	$334K	Buy	5,899 +1,164	+25%	+$60.9K	0.09%	170
2020 Q2	$209K	Buy	+4,735	New	+$181K	0.07%	168

Other funds holding ITB

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

Goldman Sachs New York $1.15T AUM 47.82% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Avitas Wealth Management's ITB Position: Q1 2022 in Review

Avitas Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q1 2022, closing a stake of 5,907 shares — an estimated $490K sold.

Avitas Wealth Management first reported a position in ITB in Q2 2020 and held it in 7 quarters. The position peaked at $490K in Q4 2021. 273 funds tracked by Wall St. Rank hold ITB as of Q1 2022.

Avitas Wealth Management reported no remaining iShares US Home Construction ETF position as of Q1 2022 after selling out during the quarter.
Avitas Wealth Management sold 5,907 iShares US Home Construction ETF shares in Q1 2022, an estimated $490K.
Avitas Wealth Management first reported a position in iShares US Home Construction ETF in Q2 2020 and held it in 7 quarters.
Avitas Wealth Management's iShares US Home Construction ETF position peaked at $490K in Q4 2021.
273 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2022.

Based on Avitas Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.