Financial Advocates Investment Management’s iShares US Home Construction ETF ITB Stock Holding History

Financial Advocates Investment 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 Q3	–	Sell	-25,573	Closed	-$1.34M	–	791
2022 Q2	$1.34M	Sell	25,573 -49,910	-66%	-$2.85M	0.11%	214
2022 Q1	$4.47M	Sell	75,483 -13,209	-15%	-$905K	0.29%	80
2021 Q4	$7.35M	Sell	88,692 -5,591	-6%	-$421K	0.46%	40
2021 Q3	$6.24M	Buy	+94,283	New	+$6.64M	0.42%	45
2021 Q2	–	Sell	-77,269	Closed	-$5.48M	–	793
2021 Q1	$5.24M	Buy	77,269 +14,182	+22%	+$875K	0.37%	57
2020 Q4	$3.66M	Buy	+63,087	New	+$3.55M	0.25%	92
2020 Q3	–	Sell	-54,751	Closed	-$1.54M	–	663
2020 Q2	$1.54M	Buy	+54,751	New	+$2.1M	0.15%	176
2020 Q1	–	Sell	-7,466	Closed	-$332K	–	511
2019 Q4	$332K	Buy	7,466 +1,869	+33%	+$83.4K	0.04%	382
2019 Q3	$242K	Buy	+5,597	New	+$224K	0.03%	419
2019 Q2	–	Sell	-54,849	Closed	-$1.93M	–	475
2019 Q1	$1.93M	Sell	54,849 -64	-0.1%	-$2.17K	0.24%	113
2018 Q4	$1.65M	Buy	54,913 +3,073	+6%	+$96.8K	0.23%	117
2018 Q3	$1.83M	Buy	51,840 +28,957	+127%	+$1.1M	0.2%	118
2018 Q2	$872K	Buy	22,883 +4,894	+27%	+$191K	0.11%	198
2018 Q1	$710K	Buy	+17,989	New	+$750K	0.09%	213

Other funds holding ITB

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

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Financial Advocates Investment Management's ITB Position: Q3 2022 in Review

Financial Advocates Investment Management sold out of iShares US Home Construction ETF (ITB) in Q3 2022, closing a stake of 25,573 shares — an estimated $1.34M sold.

Financial Advocates Investment Management first reported a position in ITB in Q1 2018 and held it in 14 quarters. The position peaked at $7.35M in Q4 2021. 224 funds tracked by Wall St. Rank hold ITB as of Q3 2022.

Financial Advocates Investment Management reported no remaining iShares US Home Construction ETF position as of Q3 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 25,573 iShares US Home Construction ETF shares in Q3 2022, an estimated $1.34M.
Financial Advocates Investment Management first reported a position in iShares US Home Construction ETF in Q1 2018 and held it in 14 quarters.
Financial Advocates Investment Management's iShares US Home Construction ETF position peaked at $7.35M in Q4 2021.
224 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2022.

Based on Financial Advocates Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.