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

Heritage 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
2020
Q1 		– Sell
-500,013
Closed -$22.2M – 514
2019
Q4 		$22.2M Buy
500,013
+15,673
+3% +$699K 2.93% 6
2019
Q3 		$21M Buy
484,340
+6,220
+1% +$249K 3.09% 6
2019
Q2 		$18.3M Buy
478,120
+3,640
+0.8% +$138K 2.8% 7
2019
Q1 		$16.7M Buy
+474,480
New +$16.1M 2.75% 8

Other funds holding ITB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

Heritage Wealth Advisors's ITB Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of iShares US Home Construction ETF (ITB) in Q1 2020, closing a stake of 500,013 shares — an estimated $22.2M sold.

Heritage Wealth Advisors first reported a position in ITB in Q1 2019 and held it in 4 quarters. The position peaked at $22.2M in Q4 2019. 186 funds tracked by Wall St. Rank hold ITB as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining iShares US Home Construction ETF position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 500,013 iShares US Home Construction ETF shares in Q1 2020, an estimated $22.2M.
  • Heritage Wealth Advisors first reported a position in iShares US Home Construction ETF in Q1 2019 and held it in 4 quarters.
  • Heritage Wealth Advisors's iShares US Home Construction ETF position peaked at $22.2M in Q4 2019.
  • 186 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.