Leonard Rickey Investment Advisors’s iShares US Home Construction ETF ITB Stock Holding History

Leonard Rickey Investment Advisors’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 Q1	–	Sell	-5,365	Closed	-$238K	–	78
2019 Q4	$238K	Buy	+5,365	New	+$239K	0.14%	71
2018 Q4	–	Sell	-8,683	Closed	-$307K	–	71
2018 Q3	$307K	Buy	8,683 +5	+0.1%	+$190	0.22%	48
2018 Q2	$331K	Hold	8,678	–	–	0.25%	45
2018 Q1	$343K	Sell	8,678 -588	-6%	-$24.5K	0.27%	45
2017 Q4	$405K	Buy	+9,266	New	+$375K	0.31%	39

Other funds holding ITB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Leonard Rickey Investment Advisors's ITB Position: Q1 2020 in Review

Leonard Rickey Investment Advisors sold out of iShares US Home Construction ETF (ITB) in Q1 2020, closing a stake of 5,365 shares — an estimated $238K sold.

Leonard Rickey Investment Advisors first reported a position in ITB in Q4 2017 and held it in 5 quarters. The position peaked at $405K in Q4 2017. 187 funds tracked by Wall St. Rank hold ITB as of Q1 2020.

Leonard Rickey Investment Advisors reported no remaining iShares US Home Construction ETF position as of Q1 2020 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 5,365 iShares US Home Construction ETF shares in Q1 2020, an estimated $238K.
Leonard Rickey Investment Advisors first reported a position in iShares US Home Construction ETF in Q4 2017 and held it in 5 quarters.
Leonard Rickey Investment Advisors's iShares US Home Construction ETF position peaked at $405K in Q4 2017.
187 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2020.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2020, filed 28 Apr 2020.