TCWP’s iShares US Home Construction ETF ITB Stock Holding History

TCWP’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 Q2	–	Sell	-175	Closed	-$10K	–	992
2022 Q1	$10K	Buy	+175	New	+$12K	﹤0.01%	884

Other funds holding ITB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

TCWP's ITB Position: Q2 2022 in Review

TCWP sold out of iShares US Home Construction ETF (ITB) in Q2 2022, closing a stake of 175 shares — an estimated $10K sold.

TCWP first reported a position in ITB in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 240 funds tracked by Wall St. Rank hold ITB as of Q2 2022.

TCWP reported no remaining iShares US Home Construction ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 175 iShares US Home Construction ETF shares in Q2 2022, an estimated $10K.
TCWP first reported a position in iShares US Home Construction ETF in Q1 2022 and held it in 1 quarter.
TCWP's iShares US Home Construction ETF position peaked at $10K in Q1 2022.
240 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.