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Oak Harbor Wealth Partners’s iShares US Home Construction ETF ITB Stock Holding History

Oak Harbor Wealth Partners’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
2023
Q1 		– Sell
-270
Closed -$16.4K – 226
2022
Q4 		$16.4K Sell
270
-1
-0.4% -$58 0.01% 199
2022
Q3 		$14K Sell
271
-120
-31% -$6.91K 0.01% 197
2022
Q2 		$21K Hold
391
– – 0.01% 190
2022
Q1 		$23K Hold
391
– – 0.01% 202
2021
Q4 		$32K Buy
+391
New +$29.5K 0.01% 204

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
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Oak Harbor Wealth Partners's ITB Position: Q1 2023 in Review

Oak Harbor Wealth Partners sold out of iShares US Home Construction ETF (ITB) in Q1 2023, closing a stake of 270 shares — an estimated $16.4K sold.

Oak Harbor Wealth Partners first reported a position in ITB in Q4 2021 and held it in 5 quarters. The position peaked at $32K in Q4 2021. 252 funds tracked by Wall St. Rank hold ITB as of Q1 2023.

  • Oak Harbor Wealth Partners reported no remaining iShares US Home Construction ETF position as of Q1 2023 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 270 iShares US Home Construction ETF shares in Q1 2023, an estimated $16.4K.
  • Oak Harbor Wealth Partners first reported a position in iShares US Home Construction ETF in Q4 2021 and held it in 5 quarters.
  • Oak Harbor Wealth Partners's iShares US Home Construction ETF position peaked at $32K in Q4 2021.
  • 252 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2023.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2023, filed 24 Apr 2023.