LPWM
ITB icon

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

Lake Point 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
2022
Q2 		$4K Buy
68
+58
+580% +$3.31K ﹤0.01% 251
2022
Q1 		$1K Hold
10
– – ﹤0.01% 386
2021
Q4 		$1K Hold
10
– – ﹤0.01% 392
2021
Q3 		$1K Hold
10
– – ﹤0.01% 365
2021
Q2 		$1K Buy
+10
New +$709 ﹤0.01% 377
2020
Q1 		$0 Hold
10
– – ﹤0.01% 421
2019
Q4 		$0 Buy
+10
New +$446 ﹤0.01% 618
2019
Q2 		$0 Hold
10
– – ﹤0.01% 676
2019
Q1 		$0 Hold
10
– – ﹤0.01% 765
2018
Q4 		$0 Buy
+10
New +$315 ﹤0.01% 845

Other funds holding ITB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return