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Momentum Advisors’s iShares US Home Construction ETF ITB Stock Holding History

Momentum 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
2022
Q4 		$251K Hold
4,137
– – 0.25% 65
2022
Q3 		$215K Sell
4,137
-495
-11% -$28.5K 0.24% 67
2022
Q2 		$243K Buy
+4,632
New +$265K 0.27% 51

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Momentum Advisors's ITB Position: Q4 2022 in Review

Momentum Advisors held its iShares US Home Construction ETF (ITB) position steady in Q4 2022 at 4,137 shares worth $251K. The position accounts for 0.25% of the portfolio, ranked #65.

Momentum Advisors first reported a position in ITB in Q2 2022 and has held it in 3 quarters since. 238 funds tracked by Wall St. Rank hold ITB as of Q4 2022.

  • Momentum Advisors held 4,137 shares of iShares US Home Construction ETF worth $251K as of Q4 2022.
  • Momentum Advisors left its iShares US Home Construction ETF share count unchanged in Q4 2022.
  • iShares US Home Construction ETF made up 0.25% of Momentum Advisors's portfolio in Q4 2022, its #65 holding.
  • Momentum Advisors first reported a position in iShares US Home Construction ETF in Q2 2022 and has held it in 3 quarters since.
  • 238 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.