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Gallagher Fiduciary Advisors’s iShares US Home Construction ETF ITB Stock Holding History

Gallagher Fiduciary Advisors’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
-6,322
Closed -$540K – 192
2023
Q2 		$540K Sell
6,322
-810
-11% -$61.6K 0.04% 119
2023
Q1 		$501K Buy
+7,132
New +$482K 0.04% 121

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

Gallagher Fiduciary Advisors's ITB Position: Q3 2023 in Review

Gallagher Fiduciary Advisors sold out of iShares US Home Construction ETF (ITB) in Q3 2023, closing a stake of 6,322 shares — an estimated $540K sold.

Gallagher Fiduciary Advisors first reported a position in ITB in Q1 2023 and held it in 2 quarters. The position peaked at $540K in Q2 2023. 292 funds tracked by Wall St. Rank hold ITB as of Q3 2023.

  • Gallagher Fiduciary Advisors reported no remaining iShares US Home Construction ETF position as of Q3 2023 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 6,322 iShares US Home Construction ETF shares in Q3 2023, an estimated $540K.
  • Gallagher Fiduciary Advisors first reported a position in iShares US Home Construction ETF in Q1 2023 and held it in 2 quarters.
  • Gallagher Fiduciary Advisors's iShares US Home Construction ETF position peaked at $540K in Q2 2023.
  • 292 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2023.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.