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WealthSource Partners’s iShares US Home Construction ETF ITB Stock Holding History

WealthSource Partners’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
-25,488
Closed -$2.11M – 598
2021
Q4 		$2.11M Buy
+25,488
New +$1.92M 0.17% 98
2021
Q2 		– Sell
-6,941
Closed -$471K – 482
2021
Q1 		$471K Sell
6,941
-1,735
-20% -$107K 0.05% 250
2020
Q4 		$484K Sell
8,676
-2,790
-24% -$157K 0.06% 215
2020
Q3 		$650K Sell
11,466
-3,825
-25% -$200K 0.09% 156
2020
Q2 		$675K Buy
15,291
+1,575
+11% +$60.3K 0.1% 152
2020
Q1 		$397K Buy
13,716
+350
+3% +$15K 0.06% 205
2019
Q4 		$594K Buy
+13,366
New +$596K 0.08% 198

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return