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

BDO 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
2022 Q4	–	Sell	-175	Closed	-$9K	–	1050
2022 Q3	$9K	Hold	175	–	–	﹤0.01%	726
2022 Q2	$9K	Sell	175 -150	-46%	-$8.57K	﹤0.01%	702
2022 Q1	$19K	Hold	325	–	–	﹤0.01%	603
2021 Q4	$27K	Hold	325	–	–	﹤0.01%	566
2021 Q3	$22K	Hold	325	–	–	﹤0.01%	593
2021 Q2	$22K	Hold	325	–	–	﹤0.01%	602
2021 Q1	$22K	Buy	+325	New	+$20.1K	﹤0.01%	600
2019 Q2	–	Sell	-522	Closed	-$18K	–	646
2019 Q1	$18K	Buy	522 +1	+0.2%	+$34	0.01%	380
2018 Q4	$16K	Buy	521 +1	+0.2%	+$31	0.01%	366
2018 Q3	$18K	Buy	520 +1	+0.2%	+$38	0.01%	390
2018 Q2	$20K	Hold	519	–	–	0.01%	384
2018 Q1	$21K	Buy	+519	New	+$21.7K	0.01%	323
2017 Q3	–	Sell	-518	Closed	-$18K	–	495
2017 Q2	$18K	Buy	+518	New	+$17K	0.01%	315

Other funds holding ITB

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

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

BDO Wealth Advisors's ITB Position: Q4 2022 in Review

BDO Wealth Advisors sold out of iShares US Home Construction ETF (ITB) in Q4 2022, closing a stake of 175 shares — an estimated $9K sold.

BDO Wealth Advisors first reported a position in ITB in Q2 2017 and held it in 13 quarters. The position peaked at $27K in Q4 2021. 238 funds tracked by Wall St. Rank hold ITB as of Q4 2022.

BDO Wealth Advisors reported no remaining iShares US Home Construction ETF position as of Q4 2022 after selling out during the quarter.
BDO Wealth Advisors sold 175 iShares US Home Construction ETF shares in Q4 2022, an estimated $9K.
BDO Wealth Advisors first reported a position in iShares US Home Construction ETF in Q2 2017 and held it in 13 quarters.
BDO Wealth Advisors's iShares US Home Construction ETF position peaked at $27K in Q4 2021.
238 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.