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NewEdge Wealth’s iShares US Home Construction ETF ITB Stock Holding History

NewEdge Wealth’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
2021
Q3 		– Sell
-13,696
Closed -$948K – 293
2021
Q2 		$948K Buy
13,696
+1,347
+11% +$95.5K 0.07% 178
2021
Q1 		$838K Buy
12,349
+8,432
+215% +$520K 0.08% 178
2020
Q4 		$219K Buy
+3,917
New +$221K 0.07% 141

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

NewEdge Wealth's ITB Position: Q3 2021 in Review

NewEdge Wealth sold out of iShares US Home Construction ETF (ITB) in Q3 2021, closing a stake of 13,696 shares — an estimated $948K sold.

NewEdge Wealth first reported a position in ITB in Q4 2020 and held it in 3 quarters. The position peaked at $948K in Q2 2021. 280 funds tracked by Wall St. Rank hold ITB as of Q3 2021.

  • NewEdge Wealth reported no remaining iShares US Home Construction ETF position as of Q3 2021 after selling out during the quarter.
  • NewEdge Wealth sold 13,696 iShares US Home Construction ETF shares in Q3 2021, an estimated $948K.
  • NewEdge Wealth first reported a position in iShares US Home Construction ETF in Q4 2020 and held it in 3 quarters.
  • NewEdge Wealth's iShares US Home Construction ETF position peaked at $948K in Q2 2021.
  • 280 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2021.

Based on NewEdge Wealth's 13F filing for Q3 2021, filed 12 Nov 2021.