HCR Wealth Advisors’s iShares US Home Construction ETF ITB Stock Holding History

HCR Wealth 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
2021 Q1	–	Sell	-2,395	Closed	-$134K	–	210
2020 Q4	$134K	Buy	2,395 +700	+41%	+$39.4K	0.03%	181
2020 Q3	$96K	Buy	+1,695	New	+$88.6K	0.02%	168
2018 Q1	–	Sell	-8,500	Closed	-$372K	–	175
2017 Q4	$372K	Sell	8,500 -700	-8%	-$28.4K	0.13%	120
2017 Q3	$336K	Hold	9,200	–	–	0.14%	118
2017 Q2	$312K	Buy	+9,200	New	+$301K	0.15%	106

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HCR Wealth Advisors's ITB Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares US Home Construction ETF (ITB) in Q1 2021, closing a stake of 2,395 shares — an estimated $134K sold.

HCR Wealth Advisors first reported a position in ITB in Q2 2017 and held it in 5 quarters. The position peaked at $372K in Q4 2017. 268 funds tracked by Wall St. Rank hold ITB as of Q1 2021.

HCR Wealth Advisors reported no remaining iShares US Home Construction ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 2,395 iShares US Home Construction ETF shares in Q1 2021, an estimated $134K.
HCR Wealth Advisors first reported a position in iShares US Home Construction ETF in Q2 2017 and held it in 5 quarters.
HCR Wealth Advisors's iShares US Home Construction ETF position peaked at $372K in Q4 2017.
268 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.