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

Beaird Harris 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
2024 Q3	–	Sell	-4	Closed	-$405	–	622
2024 Q2	$405	Buy	+4	New	+$423	﹤0.01%	632
2024 Q1	–	Sell	-29	Closed	-$2.95K	–	636
2023 Q4	$2.95K	Hold	29	–	–	﹤0.01%	428
2023 Q3	$2.28K	Buy	+29	New	+$2.46K	﹤0.01%	354

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beaird Harris Wealth Management's ITB Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q3 2024, closing a stake of 4 shares — an estimated $405 sold.

Beaird Harris Wealth Management first reported a position in ITB in Q3 2023 and held it in 3 quarters. The position peaked at $2.95K in Q4 2023. 369 funds tracked by Wall St. Rank hold ITB as of Q3 2024.

Beaird Harris Wealth Management reported no remaining iShares US Home Construction ETF position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 4 iShares US Home Construction ETF shares in Q3 2024, an estimated $405.
Beaird Harris Wealth Management first reported a position in iShares US Home Construction ETF in Q3 2023 and held it in 3 quarters.
Beaird Harris Wealth Management's iShares US Home Construction ETF position peaked at $2.95K in Q4 2023.
369 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.