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Robertson Stephens Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History

Robertson Stephens 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
2024
Q1 		– Sell
-3,316
Closed -$337K – 499
2023
Q4 		$337K Sell
3,316
-39,233
-92% -$3.33M 0.02% 364
2023
Q3 		$3.35M Buy
+42,549
New +$3.61M 0.23% 95

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Robertson Stephens Wealth Management's ITB Position: Q1 2024 in Review

Robertson Stephens Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q1 2024, closing a stake of 3,316 shares — an estimated $337K sold.

Robertson Stephens Wealth Management first reported a position in ITB in Q3 2023 and held it in 2 quarters. The position peaked at $3.35M in Q3 2023. 347 funds tracked by Wall St. Rank hold ITB as of Q1 2024.

  • Robertson Stephens Wealth Management reported no remaining iShares US Home Construction ETF position as of Q1 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 3,316 iShares US Home Construction ETF shares in Q1 2024, an estimated $337K.
  • Robertson Stephens Wealth Management first reported a position in iShares US Home Construction ETF in Q3 2023 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's iShares US Home Construction ETF position peaked at $3.35M in Q3 2023.
  • 347 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.