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BWA
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
–
1051
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
–
649
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
–
499
2017
Q2
$18K
Buy
+518
New
+$17K
0.01%
315
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1-Year Est. Return
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1-Year Est. Return
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31.28%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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$60.6B AUM
31.35%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Balyasny Asset Management
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$50.9B AUM
42.89%
1-Year Est. Return
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$2.61B AUM
15.59%
1-Year Est. Return
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$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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