Red Door Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History

Red Door Wealth Management’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
2022 Q1	–	Sell	-5,069	Closed	-$420K	–	151
2021 Q4	$420K	Hold	5,069	–	–	0.14%	108
2021 Q3	$335K	Hold	5,069	–	–	0.13%	120
2021 Q2	$350K	Buy	+5,069	New	+$359K	0.14%	110

Other funds holding ITB

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

Goldman Sachs New York $1.15T AUM 47.82% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Red Door Wealth Management's ITB Position: Q1 2022 in Review

Red Door Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q1 2022, closing a stake of 5,069 shares — an estimated $420K sold.

Red Door Wealth Management first reported a position in ITB in Q2 2021 and held it in 3 quarters. The position peaked at $420K in Q4 2021. 273 funds tracked by Wall St. Rank hold ITB as of Q1 2022.

Red Door Wealth Management reported no remaining iShares US Home Construction ETF position as of Q1 2022 after selling out during the quarter.
Red Door Wealth Management sold 5,069 iShares US Home Construction ETF shares in Q1 2022, an estimated $420K.
Red Door Wealth Management first reported a position in iShares US Home Construction ETF in Q2 2021 and held it in 3 quarters.
Red Door Wealth Management's iShares US Home Construction ETF position peaked at $420K in Q4 2021.
273 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2022.

Based on Red Door Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.