IP
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Intellectus Partners’s iShares US Home Construction ETF ITB Stock Holding History

Intellectus 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
2019
Q2 		– Sell
-230
Closed -$8K – 290
2019
Q1 		$8K Buy
+230
New +$7.82K ﹤0.01% 360
2018
Q4 		– Sell
-230
Closed -$8K – 403
2018
Q3 		$8K Hold
230
– – ﹤0.01% 492
2018
Q2 		$9K Hold
230
– – ﹤0.01% 481
2018
Q1 		$9K Hold
230
– – ﹤0.01% 486
2017
Q4 		$10K Hold
230
– – ﹤0.01% 481
2017
Q3 		$8K Buy
+230
New +$7.91K ﹤0.01% 637

Other funds holding ITB

CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return