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Vahanian & Associates Financial Planning’s iShares US Home Construction ETF ITB Stock Holding History

Vahanian & Associates Financial Planning’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
-5,215
Closed -$309K – 48
2022
Q1 		$309K Sell
5,215
-8,396
-62% -$575K 0.71% 40
2021
Q4 		$1.13M Buy
+13,611
New +$1.03M 0.91% 24

Other funds holding ITB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Vahanian & Associates Financial Planning's ITB Position: Q2 2022 in Review

Vahanian & Associates Financial Planning sold out of iShares US Home Construction ETF (ITB) in Q2 2022, closing a stake of 5,215 shares — an estimated $309K sold.

Vahanian & Associates Financial Planning first reported a position in ITB in Q4 2021 and held it in 2 quarters. The position peaked at $1.13M in Q4 2021. 240 funds tracked by Wall St. Rank hold ITB as of Q2 2022.

  • Vahanian & Associates Financial Planning reported no remaining iShares US Home Construction ETF position as of Q2 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 5,215 iShares US Home Construction ETF shares in Q2 2022, an estimated $309K.
  • Vahanian & Associates Financial Planning first reported a position in iShares US Home Construction ETF in Q4 2021 and held it in 2 quarters.
  • Vahanian & Associates Financial Planning's iShares US Home Construction ETF position peaked at $1.13M in Q4 2021.
  • 240 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2022, filed 27 Jul 2022.