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

Congress 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
2022
Q1 		– Sell
-11,790
Closed -$978K – 619
2021
Q4 		$978K Buy
+11,790
New +$888K 0.02% 372

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
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

Congress Wealth Management's ITB Position: Q1 2022 in Review

Congress Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q1 2022, closing a stake of 11,790 shares — an estimated $978K sold.

Congress Wealth Management first reported a position in ITB in Q4 2021 and held it in 1 quarter. The position peaked at $978K in Q4 2021. 273 funds tracked by Wall St. Rank hold ITB as of Q1 2022.

  • Congress Wealth Management reported no remaining iShares US Home Construction ETF position as of Q1 2022 after selling out during the quarter.
  • Congress Wealth Management sold 11,790 iShares US Home Construction ETF shares in Q1 2022, an estimated $978K.
  • Congress Wealth Management first reported a position in iShares US Home Construction ETF in Q4 2021 and held it in 1 quarter.
  • Congress Wealth Management's iShares US Home Construction ETF position peaked at $978K in Q4 2021.
  • 273 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2022.

Based on Congress Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.