Fusion Family Wealth’s iShares US Home Construction ETF ITB Stock Holding History

Fusion Family Wealth’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
2021 Q2	–	Sell	-1,159	Closed	-$79K	–	66
2021 Q1	$79K	Sell	1,159 -386	-25%	-$23.8K	0.01%	42
2020 Q4	$86K	Hold	1,545	–	–	0.02%	41
2020 Q3	$88K	Hold	1,545	–	–	0.02%	42
2020 Q2	$68K	Hold	1,545	–	–	0.02%	44
2020 Q1	$45K	Hold	1,545	–	–	0.01%	55
2019 Q4	$69K	Hold	1,545	–	–	0.02%	55
2019 Q3	$67K	Hold	1,545	–	–	0.02%	55
2019 Q2	$59K	Hold	1,545	–	–	0.01%	70
2019 Q1	$54K	Hold	1,545	–	–	0.01%	63
2018 Q4	$46K	Hold	1,545	–	–	0.01%	115
2018 Q3	$55K	Hold	1,545	–	–	0.01%	107
2018 Q2	$59K	Hold	1,545	–	–	0.02%	117
2018 Q1	$61K	Hold	1,545	–	–	0.02%	105
2017 Q4	$68K	Hold	1,545	–	–	0.02%	114
2017 Q3	$56K	Hold	1,545	–	–	0.02%	82
2017 Q2	$52K	Hold	1,545	–	–	0.02%	122
2017 Q1	$49K	Hold	1,545	–	–	0.02%	121
2016 Q4	$43K	Buy	+1,545	New	+$42K	0.03%	132

Other funds holding ITB

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

Fusion Family Wealth's ITB Position: Q2 2021 in Review

Fusion Family Wealth sold out of iShares US Home Construction ETF (ITB) in Q2 2021, closing a stake of 1,159 shares — an estimated $79K sold.

Fusion Family Wealth first reported a position in ITB in Q4 2016 and held it in 18 quarters. The position peaked at $88K in Q3 2020. 274 funds tracked by Wall St. Rank hold ITB as of Q2 2021.

Fusion Family Wealth reported no remaining iShares US Home Construction ETF position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 1,159 iShares US Home Construction ETF shares in Q2 2021, an estimated $79K.
Fusion Family Wealth first reported a position in iShares US Home Construction ETF in Q4 2016 and held it in 18 quarters.
Fusion Family Wealth's iShares US Home Construction ETF position peaked at $88K in Q3 2020.
274 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.