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Next Financial Group’s iShares US Home Construction ETF ITB Stock Holding History

Next Financial Group’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
Q4 		$3K Sell
31
-100
-76% -$7.53K ﹤0.01% 2534
2021
Q3 		$9K Buy
131
+100
+323% +$7.05K ﹤0.01% 2066
2021
Q2 		$2K Hold
31
– – ﹤0.01% 2413
2021
Q1 		$2K Buy
+31
New +$1.91K ﹤0.01% 2307
2019
Q4 		– Sell
-6,486
Closed -$281K – 2440
2019
Q3 		$281K Buy
6,486
+531
+9% +$21.3K 0.03% 528
2019
Q2 		$228K Buy
+5,955
New +$225K 0.02% 613
2017
Q4 		– Sell
-210
Closed -$8K – 815
2017
Q3 		$8K Sell
210
-84
-29% -$2.89K ﹤0.01% 1292
2017
Q2 		$10K Buy
294
+200
+213% +$6.55K ﹤0.01% 1311
2017
Q1 		$3K Sell
94
-4,946
-98% -$148K ﹤0.01% 1629
2016
Q4 		$138K Hold
5,040
– – 0.02% 587
2016
Q3 		$139K Buy
+5,040
New +$144K 0.03% 566
2016
Q1 		– Sell
-265
Closed -$7K – 1793
2015
Q4 		$7K Sell
265
-3,625
-93% -$99.9K ﹤0.01% 1293
2015
Q3 		$101K Buy
3,890
+3,625
+1,368% +$101K 0.04% 419
2015
Q2 		$7K Hold
265
– – ﹤0.01% 1378
2015
Q1 		$7K Hold
265
– – ﹤0.01% 1379
2014
Q4 		$7K Sell
265
-1,150
-81% -$28.1K ﹤0.01% 1382
2014
Q3 		$32K Buy
+1,415
New +$33.2K 0.01% 1180

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Next Financial Group's ITB Position: Q4 2021 in Review

Next Financial Group reduced its iShares US Home Construction ETF (ITB) stake by 76% in Q4 2021, selling an estimated $7.53K and leaving 31 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2534.

Next Financial Group first reported a position in ITB in Q3 2014 and has held it in 17 quarters since. The position peaked at $281K in Q3 2019. 348 funds tracked by Wall St. Rank hold ITB as of Q4 2021.

  • Next Financial Group held 31 shares of iShares US Home Construction ETF worth $3K as of Q4 2021.
  • Next Financial Group sold 100 iShares US Home Construction ETF shares in Q4 2021, an estimated $7.53K.
  • iShares US Home Construction ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2534 holding.
  • Next Financial Group first reported a position in iShares US Home Construction ETF in Q3 2014 and has held it in 17 quarters since.
  • Next Financial Group's iShares US Home Construction ETF position peaked at $281K in Q3 2019.
  • 348 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.