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Impact Partnership Wealth’s iShares US Home Construction ETF ITB Stock Holding History

Impact Partnership Wealth’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
2024
Q2 		– Sell
-596
Closed -$69K – 450
2024
Q1 		$69K Hold
596
– – 0.03% 290
2023
Q4 		$60.6K Sell
596
-58
-9% -$4.93K 0.02% 298
2023
Q3 		$51.3K Buy
654
+604
+1,208% +$51.3K 0.02% 392
2023
Q2 		$4.27K Buy
+50
New +$3.8K ﹤0.01% 524

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Impact Partnership Wealth's ITB Position: Q2 2024 in Review

Impact Partnership Wealth sold out of iShares US Home Construction ETF (ITB) in Q2 2024, closing a stake of 596 shares — an estimated $69K sold.

Impact Partnership Wealth first reported a position in ITB in Q2 2023 and held it in 4 quarters. The position peaked at $69K in Q1 2024. 322 funds tracked by Wall St. Rank hold ITB as of Q2 2024.

  • Impact Partnership Wealth reported no remaining iShares US Home Construction ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 596 iShares US Home Construction ETF shares in Q2 2024, an estimated $69K.
  • Impact Partnership Wealth first reported a position in iShares US Home Construction ETF in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's iShares US Home Construction ETF position peaked at $69K in Q1 2024.
  • 322 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.