Resurgent Financial Advisors’s iShares US Home Construction ETF ITB Stock Holding History

Resurgent Financial 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
2023 Q1	–	Sell	-2,147	Closed	-$130K	–	559
2022 Q4	$130K	Sell	2,147 -1,860	-46%	-$107K	0.07%	266
2022 Q3	$208K	Buy	+4,007	New	+$231K	0.14%	185
2022 Q2	–	Sell	-4,507	Closed	-$268K	–	202
2022 Q1	$268K	Buy	+4,507	New	+$309K	0.17%	139

Other funds holding ITB

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

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

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 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

Resurgent Financial Advisors's ITB Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of iShares US Home Construction ETF (ITB) in Q1 2023, closing a stake of 2,147 shares — an estimated $130K sold.

Resurgent Financial Advisors first reported a position in ITB in Q1 2022 and held it in 3 quarters. The position peaked at $268K in Q1 2022. 252 funds tracked by Wall St. Rank hold ITB as of Q1 2023.

Resurgent Financial Advisors reported no remaining iShares US Home Construction ETF position as of Q1 2023 after selling out during the quarter.
Resurgent Financial Advisors sold 2,147 iShares US Home Construction ETF shares in Q1 2023, an estimated $130K.
Resurgent Financial Advisors first reported a position in iShares US Home Construction ETF in Q1 2022 and held it in 3 quarters.
Resurgent Financial Advisors's iShares US Home Construction ETF position peaked at $268K in Q1 2022.
252 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.