Toth Financial Advisory’s iShares US Home Construction ETF ITB Stock Holding History

Toth Financial Advisory’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	-20	Closed	-$2K	–	761
2021 Q4	$2K	Sell	20 -20	-50%	-$1.51K	﹤0.01%	651
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	609
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	551
2021 Q1	$3K	Hold	40	–	–	﹤0.01%	554
2020 Q4	$2K	Buy	+40	New	+$2.25K	﹤0.01%	538
2018 Q1	–	Sell	-50	Closed	-$2K	–	443
2017 Q4	$2K	Buy	+50	New	+$2.02K	﹤0.01%	392

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Toth Financial Advisory's ITB Position: Q1 2022 in Review

Toth Financial Advisory sold out of iShares US Home Construction ETF (ITB) in Q1 2022, closing a stake of 20 shares — an estimated $2K sold.

Toth Financial Advisory first reported a position in ITB in Q4 2017 and held it in 6 quarters. The position peaked at $3K in Q3 2021. 273 funds tracked by Wall St. Rank hold ITB as of Q1 2022.

Toth Financial Advisory reported no remaining iShares US Home Construction ETF position as of Q1 2022 after selling out during the quarter.
Toth Financial Advisory sold 20 iShares US Home Construction ETF shares in Q1 2022, an estimated $2K.
Toth Financial Advisory first reported a position in iShares US Home Construction ETF in Q4 2017 and held it in 6 quarters.
Toth Financial Advisory's iShares US Home Construction ETF position peaked at $3K in Q3 2021.
273 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2022.

Based on Toth Financial Advisory's 13F filing for Q1 2022, filed 26 Apr 2022.