Berkshire Money Management’s iShares US Home Construction ETF ITB Stock Holding History

Berkshire Money 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
2022 Q1	–	Sell	-59,615	Closed	-$4.94M	–	32
2021 Q4	$4.94M	Buy	59,615 +50	+0.1%	+$3.77K	0.72%	16
2021 Q3	$3.94M	Sell	59,565 -30,485	-34%	-$2.15M	0.63%	17
2021 Q2	$6.23M	Buy	90,050 +42,982	+91%	+$3.05M	1%	18
2021 Q1	$3.19M	Sell	47,068 -205	-0.4%	-$12.6K	0.56%	20
2020 Q4	$2.64M	Buy	+47,273	New	+$2.66M	0.49%	20

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Berkshire Money Management's ITB Position: Q1 2022 in Review

Berkshire Money Management sold out of iShares US Home Construction ETF (ITB) in Q1 2022, closing a stake of 59,615 shares — an estimated $4.94M sold.

Berkshire Money Management first reported a position in ITB in Q4 2020 and held it in 5 quarters. The position peaked at $6.23M in Q2 2021. 273 funds tracked by Wall St. Rank hold ITB as of Q1 2022.

Berkshire Money Management reported no remaining iShares US Home Construction ETF position as of Q1 2022 after selling out during the quarter.
Berkshire Money Management sold 59,615 iShares US Home Construction ETF shares in Q1 2022, an estimated $4.94M.
Berkshire Money Management first reported a position in iShares US Home Construction ETF in Q4 2020 and held it in 5 quarters.
Berkshire Money Management's iShares US Home Construction ETF position peaked at $6.23M in Q2 2021.
273 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2022.

Based on Berkshire Money Management's 13F filing for Q1 2022, filed 19 Apr 2022.