Optimum Investment Advisors’s iShares US Home Construction ETF ITB Stock Holding History

Optimum Investment Advisors’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 Q2	–	Sell	-500	Closed	-$34K	–	938
2021 Q1	$34K	Hold	500	–	–	0.01%	577
2020 Q4	$28K	Hold	500	–	–	0.01%	570
2020 Q3	$28K	Hold	500	–	–	0.01%	546
2020 Q2	$22K	Hold	500	–	–	0.01%	592
2020 Q1	$14K	Sell	500 -500	-50%	-$21.4K	0.01%	640
2019 Q4	$44K	Hold	1,000	–	–	0.01%	534
2019 Q3	$43K	Hold	1,000	–	–	0.01%	540
2019 Q2	$38K	Hold	1,000	–	–	0.01%	557
2019 Q1	$35K	Hold	1,000	–	–	0.01%	590
2018 Q4	$30K	Hold	1,000	–	–	0.01%	567
2018 Q3	$35K	Hold	1,000	–	–	0.01%	614
2018 Q2	$38K	Hold	1,000	–	–	0.01%	589
2018 Q1	$39K	Buy	+1,000	New	+$41.7K	0.01%	572
2015 Q1	$42K	Hold	1,500	–	–	0.01%	546
2014 Q4	$39K	Hold	1,500	–	–	0.01%	570
2014 Q3	$34K	Hold	1,500	–	–	0.01%	542
2014 Q2	$37K	Buy	+1,500	New	+$35.8K	0.01%	545

Other funds holding ITB

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

Optimum Investment Advisors's ITB Position: Q2 2021 in Review

Optimum Investment Advisors sold out of iShares US Home Construction ETF (ITB) in Q2 2021, closing a stake of 500 shares — an estimated $34K sold.

Optimum Investment Advisors first reported a position in ITB in Q2 2014 and held it in 17 quarters. The position peaked at $44K in Q4 2019. 274 funds tracked by Wall St. Rank hold ITB as of Q2 2021.

Optimum Investment Advisors reported no remaining iShares US Home Construction ETF position as of Q2 2021 after selling out during the quarter.
Optimum Investment Advisors sold 500 iShares US Home Construction ETF shares in Q2 2021, an estimated $34K.
Optimum Investment Advisors first reported a position in iShares US Home Construction ETF in Q2 2014 and held it in 17 quarters.
Optimum Investment Advisors's iShares US Home Construction ETF position peaked at $44K in Q4 2019.
274 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2021.

Based on Optimum Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.