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ITB icon

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

WealthOne’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
2023
Q3 		– Sell
-4,013
Closed -$343K – 95
2023
Q2 		$343K Sell
4,013
-191
-5% -$14.5K 0.13% 66
2023
Q1 		$295K Sell
4,204
-1,031
-20% -$69.6K 0.12% 78
2022
Q4 		$317K Buy
+5,235
New +$302K 0.13% 77
2022
Q3 		– Sell
-4,704
Closed -$247K – 113
2022
Q2 		$247K Sell
4,704
-626
-12% -$35.8K 0.1% 102
2022
Q1 		$316K Buy
+5,330
New +$365K 0.11% 86
2021
Q4 		– Sell
-5,696
Closed -$377K – 121
2021
Q3 		$377K Buy
+5,696
New +$401K 0.14% 79
2019
Q1 		– Sell
-454
Closed -$14K – 311
2018
Q4 		$14K Buy
+454
New +$14.3K 0.01% 329

Other funds holding ITB

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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return