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Fulcrum Equity Management’s iShares US Home Construction ETF ITB Stock Holding History

Fulcrum Equity 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
Q3 		– Sell
-19,211
Closed -$1.64M – 108
2023
Q2 		$1.64M Buy
+19,211
New +$1.46M 1.9% 9
2021
Q3 		– Sell
-36,991
Closed -$2.56M – 204
2021
Q2 		$2.56M Buy
+36,991
New +$2.62M 0.96% 25

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Fulcrum Equity Management's ITB Position: Q3 2023 in Review

Fulcrum Equity Management sold out of iShares US Home Construction ETF (ITB) in Q3 2023, closing a stake of 19,211 shares — an estimated $1.64M sold.

Fulcrum Equity Management first reported a position in ITB in Q2 2021 and held it in 2 quarters. The position peaked at $2.56M in Q2 2021. 292 funds tracked by Wall St. Rank hold ITB as of Q3 2023.

  • Fulcrum Equity Management reported no remaining iShares US Home Construction ETF position as of Q3 2023 after selling out during the quarter.
  • Fulcrum Equity Management sold 19,211 iShares US Home Construction ETF shares in Q3 2023, an estimated $1.64M.
  • Fulcrum Equity Management first reported a position in iShares US Home Construction ETF in Q2 2021 and held it in 2 quarters.
  • Fulcrum Equity Management's iShares US Home Construction ETF position peaked at $2.56M in Q2 2021.
  • 292 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2023.

Based on Fulcrum Equity Management's 13F filing for Q3 2023, filed 13 Nov 2023.