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Okabena Investment Services’s iShares US Home Construction ETF ITB Stock Holding History

Okabena Investment Services’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
Q2 		– Sell
-124
Closed -$8.72K – 191
2023
Q1 		$8.72K Buy
+124
New +$8.38K 0.01% 110

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VMPIC
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Okabena Investment Services's ITB Position: Q2 2023 in Review

Okabena Investment Services sold out of iShares US Home Construction ETF (ITB) in Q2 2023, closing a stake of 124 shares — an estimated $8.72K sold.

Okabena Investment Services first reported a position in ITB in Q1 2023 and held it in 1 quarter. The position peaked at $8.72K in Q1 2023. 291 funds tracked by Wall St. Rank hold ITB as of Q2 2023.

  • Okabena Investment Services reported no remaining iShares US Home Construction ETF position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 124 iShares US Home Construction ETF shares in Q2 2023, an estimated $8.72K.
  • Okabena Investment Services first reported a position in iShares US Home Construction ETF in Q1 2023 and held it in 1 quarter.
  • Okabena Investment Services's iShares US Home Construction ETF position peaked at $8.72K in Q1 2023.
  • 291 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.