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Lynwood Capital Management’s iShares US Home Construction ETF ITB Stock Holding History

Lynwood Capital 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
2024
Q1 		$116K Buy
+1,000
New +$105K 0.69% 19
2023
Q2 		– Sell
-6,253
Closed -$326K – 124
2023
Q1 		$326K Buy
+6,253
New +$422K 0.29% 73

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Lynwood Capital Management's ITB Position: Q1 2024 in Review

Lynwood Capital Management opened a new position in iShares US Home Construction ETF (ITB) in Q1 2024: 1,000 shares worth $116K. The stake represents 0.69% of the portfolio and ranks #19 among its holdings. This is a return to the name: Lynwood Capital Management previously reported a position in ITB as recently as Q1 2023.

Lynwood Capital Management first reported a position in ITB in Q1 2023 and has held it in 2 quarters since. The position peaked at $326K in Q1 2023. 347 funds tracked by Wall St. Rank hold ITB as of Q1 2024.

  • Lynwood Capital Management held 1,000 shares of iShares US Home Construction ETF worth $116K as of Q1 2024.
  • iShares US Home Construction ETF was a new Lynwood Capital Management position in Q1 2024.
  • iShares US Home Construction ETF made up 0.69% of Lynwood Capital Management's portfolio in Q1 2024, its #19 holding.
  • Lynwood Capital Management first reported a position in iShares US Home Construction ETF in Q1 2023 and has held it in 2 quarters since.
  • Lynwood Capital Management's iShares US Home Construction ETF position peaked at $326K in Q1 2023.
  • 347 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2024.

Based on Lynwood Capital Management's 13F filing for Q1 2024, filed 10 May 2024.