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

Heritage Wealth Partners’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 Q1	–	Sell	-27,353	Closed	-$1.64M	–	43
2022 Q4	$1.64M	Buy	+27,353	New	+$1.58M	1.51%	17

Other funds holding ITB

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Heritage Wealth Partners's ITB Position: Q1 2023 in Review

Heritage Wealth Partners sold out of iShares US Home Construction ETF (ITB) in Q1 2023, closing a stake of 27,353 shares — an estimated $1.64M sold.

Heritage Wealth Partners first reported a position in ITB in Q4 2022 and held it in 1 quarter. The position peaked at $1.64M in Q4 2022. 252 funds tracked by Wall St. Rank hold ITB as of Q1 2023.

Heritage Wealth Partners reported no remaining iShares US Home Construction ETF position as of Q1 2023 after selling out during the quarter.
Heritage Wealth Partners sold 27,353 iShares US Home Construction ETF shares in Q1 2023, an estimated $1.64M.
Heritage Wealth Partners first reported a position in iShares US Home Construction ETF in Q4 2022 and held it in 1 quarter.
Heritage Wealth Partners's iShares US Home Construction ETF position peaked at $1.64M in Q4 2022.
252 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2023.

Based on Heritage Wealth Partners's 13F filing for Q1 2023, filed 4 May 2023.