Beirne Wealth Consulting Services’s iShares US Home Construction ETF ITB Stock Holding History

Beirne Wealth Consulting Services’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	-3,444	Closed	-$285K	–	104
2021 Q4	$285K	Sell	3,444 -896	-21%	-$67.5K	0.16%	81
2021 Q3	$287K	Sell	4,340 -700	-14%	-$49.3K	0.16%	76
2021 Q2	$349K	Hold	5,040	–	–	0.19%	72
2021 Q1	$342K	Sell	5,040 -15	-0.3%	-$926	0.2%	62
2020 Q4	$282K	Buy	5,055 +1,500	+42%	+$84.5K	0.14%	112
2020 Q3	$201K	Buy	+3,555	New	+$186K	0.12%	130

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

Beirne Wealth Consulting Services's ITB Position: Q1 2022 in Review

Beirne Wealth Consulting Services sold out of iShares US Home Construction ETF (ITB) in Q1 2022, closing a stake of 3,444 shares — an estimated $285K sold.

Beirne Wealth Consulting Services first reported a position in ITB in Q3 2020 and held it in 6 quarters. The position peaked at $349K in Q2 2021. 273 funds tracked by Wall St. Rank hold ITB as of Q1 2022.

Beirne Wealth Consulting Services reported no remaining iShares US Home Construction ETF position as of Q1 2022 after selling out during the quarter.
Beirne Wealth Consulting Services sold 3,444 iShares US Home Construction ETF shares in Q1 2022, an estimated $285K.
Beirne Wealth Consulting Services first reported a position in iShares US Home Construction ETF in Q3 2020 and held it in 6 quarters.
Beirne Wealth Consulting Services's iShares US Home Construction ETF position peaked at $349K in Q2 2021.
273 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2022.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2022, filed 10 May 2022.