First Personal Financial Services’s iShares US Home Construction ETF ITB Stock Holding History

First Personal Financial 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
2023 Q2	–	Sell	-100	Closed	-$7.03K	–	386
2023 Q1	$7.03K	Sell	100 -100	-50%	-$6.75K	﹤0.01%	344
2022 Q4	$12.1K	Hold	200	–	–	﹤0.01%	317
2022 Q3	$10K	Hold	200	–	–	﹤0.01%	340
2022 Q2	$10K	Hold	200	–	–	﹤0.01%	282
2022 Q1	$12K	Hold	200	–	–	﹤0.01%	285
2021 Q4	$17K	Hold	200	–	–	﹤0.01%	258
2021 Q3	$13K	Hold	200	–	–	﹤0.01%	271
2021 Q2	$14K	Sell	200 -100	-33%	-$7.09K	﹤0.01%	275
2021 Q1	$20K	Hold	300	–	–	0.01%	239
2020 Q4	$17K	Hold	300	–	–	﹤0.01%	253
2020 Q3	$17K	Hold	300	–	–	0.01%	238
2020 Q2	$13K	Sell	300 -200	-40%	-$7.66K	﹤0.01%	250
2020 Q1	$14K	Hold	500	–	–	0.01%	237
2019 Q4	$22K	Sell	500 -1,040	-68%	-$46.4K	0.01%	241
2019 Q3	$67K	Hold	1,540	–	–	0.02%	216
2019 Q2	$59K	Hold	1,540	–	–	0.02%	266
2019 Q1	$54K	Hold	1,540	–	–	0.02%	265
2018 Q4	$46K	Hold	1,540	–	–	0.02%	268
2018 Q3	$54K	Hold	1,540	–	–	0.02%	272
2018 Q2	$59K	Sell	1,540 -160	-9%	-$6.23K	0.02%	253
2018 Q1	$67K	Hold	1,700	–	–	0.01%	375
2017 Q4	$74K	Hold	1,700	–	–	0.01%	391
2017 Q3	$62K	Hold	1,700	–	–	0.01%	383
2017 Q2	$58K	Hold	1,700	–	–	0.01%	388
2017 Q1	$54K	Hold	1,700	–	–	0.01%	378
2016 Q4	$47K	Hold	1,700	–	–	0.01%	385
2016 Q3	$47K	Hold	1,700	–	–	0.01%	281
2016 Q2	$47K	Hold	1,700	–	–	0.02%	273
2016 Q1	$46K	Hold	1,700	–	–	0.02%	183
2015 Q4	$46K	Hold	1,700	–	–	0.03%	185
2015 Q3	$45K	Hold	1,700	–	–	0.03%	178
2015 Q2	$47K	Hold	1,700	–	–	0.03%	172
2015 Q1	$48K	Hold	1,700	–	–	0.03%	170
2014 Q4	$43K	Buy	+1,700	New	+$41.5K	0.03%	165

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

First Personal Financial Services's ITB Position: Q2 2023 in Review

First Personal Financial Services sold out of iShares US Home Construction ETF (ITB) in Q2 2023, closing a stake of 100 shares — an estimated $7.03K sold.

First Personal Financial Services first reported a position in ITB in Q4 2014 and held it in 34 quarters. The position peaked at $74K in Q4 2017. 291 funds tracked by Wall St. Rank hold ITB as of Q2 2023.

First Personal Financial Services reported no remaining iShares US Home Construction ETF position as of Q2 2023 after selling out during the quarter.
First Personal Financial Services sold 100 iShares US Home Construction ETF shares in Q2 2023, an estimated $7.03K.
First Personal Financial Services first reported a position in iShares US Home Construction ETF in Q4 2014 and held it in 34 quarters.
First Personal Financial Services's iShares US Home Construction ETF position peaked at $74K in Q4 2017.
291 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2023.

Based on First Personal Financial Services's 13F filing for Q2 2023, filed 28 Jul 2023.