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

MV 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
2022 Q3	–	Sell	-250	Closed	-$13K	–	685
2022 Q2	$13K	Hold	250	–	–	﹤0.01%	388
2022 Q1	$15K	Hold	250	–	–	﹤0.01%	374
2021 Q4	$21K	Hold	250	–	–	﹤0.01%	311
2021 Q3	$17K	Hold	250	–	–	﹤0.01%	338
2021 Q2	$17K	Buy	+250	New	+$17.7K	﹤0.01%	298

Other funds holding ITB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MV Capital Management's ITB Position: Q3 2022 in Review

MV Capital Management sold out of iShares US Home Construction ETF (ITB) in Q3 2022, closing a stake of 250 shares — an estimated $13K sold.

MV Capital Management first reported a position in ITB in Q2 2021 and held it in 5 quarters. The position peaked at $21K in Q4 2021. 224 funds tracked by Wall St. Rank hold ITB as of Q3 2022.

MV Capital Management reported no remaining iShares US Home Construction ETF position as of Q3 2022 after selling out during the quarter.
MV Capital Management sold 250 iShares US Home Construction ETF shares in Q3 2022, an estimated $13K.
MV Capital Management first reported a position in iShares US Home Construction ETF in Q2 2021 and held it in 5 quarters.
MV Capital Management's iShares US Home Construction ETF position peaked at $21K in Q4 2021.
224 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2022.

Based on MV Capital Management's 13F filing for Q3 2022, filed 24 Oct 2022.