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

BerganKDV 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
2023
Q2 		$10.7K Hold
125
– – ﹤0.01% 547
2023
Q1 		$8.79K Hold
125
– – ﹤0.01% 620
2022
Q4 		$7.58K Hold
125
– – ﹤0.01% 616
2022
Q3 		$7K Hold
125
– – ﹤0.01% 629
2022
Q2 		$7K Hold
125
– – ﹤0.01% 641
2022
Q1 		$7K Sell
125
-70
-36% -$4.8K ﹤0.01% 669
2021
Q4 		$16K Buy
195
+70
+56% +$5.27K ﹤0.01% 575
2021
Q3 		$8K Buy
+125
New +$8.81K ﹤0.01% 676
2019
Q3 		– Sell
-300
Closed -$11K – 720
2019
Q2 		$11K Buy
+300
New +$11.3K ﹤0.01% 506

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return