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

Peterson Wealth 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 Q4	–	Sell	-3,639	Closed	-$241K	–	60
2021 Q3	$241K	Hold	3,639	–	–	0.08%	49
2021 Q2	$252K	Hold	3,639	–	–	0.09%	49
2021 Q1	$247K	Hold	3,639	–	–	0.1%	45
2020 Q4	$203K	Hold	3,639	–	–	0.09%	47
2020 Q3	$206K	Buy	+3,639	New	+$190K	0.11%	46
2018 Q3	–	Sell	-7,085	Closed	-$270K	–	46
2018 Q2	$270K	Hold	7,085	–	–	0.22%	36
2018 Q1	$280K	Buy	7,085 +9	+0.1%	+$375	0.23%	38
2017 Q4	$309K	Buy	+7,076	New	+$287K	0.28%	35

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Peterson Wealth Advisors's ITB Position: Q4 2021 in Review

Peterson Wealth Advisors sold out of iShares US Home Construction ETF (ITB) in Q4 2021, closing a stake of 3,639 shares — an estimated $241K sold.

Peterson Wealth Advisors first reported a position in ITB in Q4 2017 and held it in 8 quarters. The position peaked at $309K in Q4 2017. 348 funds tracked by Wall St. Rank hold ITB as of Q4 2021.

Peterson Wealth Advisors reported no remaining iShares US Home Construction ETF position as of Q4 2021 after selling out during the quarter.
Peterson Wealth Advisors sold 3,639 iShares US Home Construction ETF shares in Q4 2021, an estimated $241K.
Peterson Wealth Advisors first reported a position in iShares US Home Construction ETF in Q4 2017 and held it in 8 quarters.
Peterson Wealth Advisors's iShares US Home Construction ETF position peaked at $309K in Q4 2017.
348 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2021.

Based on Peterson Wealth Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.