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Greenwich Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History

Greenwich Wealth 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
Q1 		– Sell
-3,849
Closed -$319K – 244
2021
Q4 		$319K Sell
3,849
-116
-3% -$8.74K 0.03% 191
2021
Q3 		$262K Buy
3,965
+652
+20% +$45.9K 0.02% 205
2021
Q2 		$229K Buy
+3,313
New +$235K 0.02% 203

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Greenwich Wealth Management's ITB Position: Q1 2022 in Review

Greenwich Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q1 2022, closing a stake of 3,849 shares — an estimated $319K sold.

Greenwich Wealth Management first reported a position in ITB in Q2 2021 and held it in 3 quarters. The position peaked at $319K in Q4 2021. 273 funds tracked by Wall St. Rank hold ITB as of Q1 2022.

  • Greenwich Wealth Management reported no remaining iShares US Home Construction ETF position as of Q1 2022 after selling out during the quarter.
  • Greenwich Wealth Management sold 3,849 iShares US Home Construction ETF shares in Q1 2022, an estimated $319K.
  • Greenwich Wealth Management first reported a position in iShares US Home Construction ETF in Q2 2021 and held it in 3 quarters.
  • Greenwich Wealth Management's iShares US Home Construction ETF position peaked at $319K in Q4 2021.
  • 273 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2022.

Based on Greenwich Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.