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Keebeck Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History

Keebeck Wealth Management’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
Q3 		– Sell
-832
Closed -$36K – 271
2020
Q2 		$36K Sell
832
-18,686
-96% -$716K 0.01% 245
2020
Q1 		$564K Sell
19,518
-1,365
-7% -$58.5K 0.23% 84
2019
Q4 		$927K Buy
+20,883
New +$932K 0.29% 68

Other funds holding ITB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Keebeck Wealth Management's ITB Position: Q3 2020 in Review

Keebeck Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q3 2020, closing a stake of 832 shares — an estimated $36K sold.

Keebeck Wealth Management first reported a position in ITB in Q4 2019 and held it in 3 quarters. The position peaked at $927K in Q4 2019. 245 funds tracked by Wall St. Rank hold ITB as of Q3 2020.

  • Keebeck Wealth Management reported no remaining iShares US Home Construction ETF position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 832 iShares US Home Construction ETF shares in Q3 2020, an estimated $36K.
  • Keebeck Wealth Management first reported a position in iShares US Home Construction ETF in Q4 2019 and held it in 3 quarters.
  • Keebeck Wealth Management's iShares US Home Construction ETF position peaked at $927K in Q4 2019.
  • 245 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.