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Smith & Howard Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History

Smith & Howard 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
2013
Q3 		– Sell
-700
Closed -$16K – 261
2013
Q2 		$16K Buy
+700
New +$16.7K 0.01% 150

Other funds holding ITB

MAM
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Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Smith & Howard Wealth Management's ITB Position: Q3 2013 in Review

Smith & Howard Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q3 2013, closing a stake of 700 shares — an estimated $16K sold.

Smith & Howard Wealth Management first reported a position in ITB in Q2 2013 and held it in 1 quarter. The position peaked at $16K in Q2 2013. 100 funds tracked by Wall St. Rank hold ITB as of Q3 2013.

  • Smith & Howard Wealth Management reported no remaining iShares US Home Construction ETF position as of Q3 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 700 iShares US Home Construction ETF shares in Q3 2013, an estimated $16K.
  • Smith & Howard Wealth Management first reported a position in iShares US Home Construction ETF in Q2 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's iShares US Home Construction ETF position peaked at $16K in Q2 2013.
  • 100 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2013, filed 31 Oct 2013.