Independent Advisor Alliance’s iShares US Home Construction ETF ITB Stock Holding History

Independent Advisor Alliance’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	-13,000	Closed	-$725K	–	623
2020 Q4	$725K	Hold	13,000	–	–	0.05%	277
2020 Q3	$697K	Buy	13,000 +9,000	+225%	+$471K	0.05%	236
2020 Q2	$208K	Buy	+4,000	New	+$153K	0.02%	430
2020 Q1	–	Sell	-16,351	Closed	-$726K	–	631
2019 Q4	$726K	Buy	+16,351	New	+$730K	0.03%	444

Other funds holding ITB

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

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

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Advisor Alliance's ITB Position: Q1 2021 in Review

Independent Advisor Alliance sold out of iShares US Home Construction ETF (ITB) in Q1 2021, closing a stake of 13,000 shares — an estimated $725K sold.

Independent Advisor Alliance first reported a position in ITB in Q4 2019 and held it in 4 quarters. The position peaked at $726K in Q4 2019. 269 funds tracked by Wall St. Rank hold ITB as of Q1 2021.

Independent Advisor Alliance reported no remaining iShares US Home Construction ETF position as of Q1 2021 after selling out during the quarter.
Independent Advisor Alliance sold 13,000 iShares US Home Construction ETF shares in Q1 2021, an estimated $725K.
Independent Advisor Alliance first reported a position in iShares US Home Construction ETF in Q4 2019 and held it in 4 quarters.
Independent Advisor Alliance's iShares US Home Construction ETF position peaked at $726K in Q4 2019.
269 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2021.

Based on Independent Advisor Alliance's 13F filing for Q1 2021, filed 14 May 2021.