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Steel Grove Capital Advisors’s iShares US Home Construction ETF ITB Stock Holding History

Steel Grove Capital 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
2022
Q1 		– Sell
-500
Closed -$41K – 158
2021
Q4 		$41K Buy
+500
New +$37.7K 0.01% 149

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PF
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AssetMark Inc
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BNP Paribas Financial Markets
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Steel Grove Capital Advisors's ITB Position: Q1 2022 in Review

Steel Grove Capital Advisors sold out of iShares US Home Construction ETF (ITB) in Q1 2022, closing a stake of 500 shares — an estimated $41K sold.

Steel Grove Capital Advisors first reported a position in ITB in Q4 2021 and held it in 1 quarter. The position peaked at $41K in Q4 2021. 273 funds tracked by Wall St. Rank hold ITB as of Q1 2022.

  • Steel Grove Capital Advisors reported no remaining iShares US Home Construction ETF position as of Q1 2022 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 500 iShares US Home Construction ETF shares in Q1 2022, an estimated $41K.
  • Steel Grove Capital Advisors first reported a position in iShares US Home Construction ETF in Q4 2021 and held it in 1 quarter.
  • Steel Grove Capital Advisors's iShares US Home Construction ETF position peaked at $41K in Q4 2021.
  • 273 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2022.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2022, filed 5 May 2022.