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WIA
Wealthstreet Investment Advisors’s
iShares US Home Construction ETF
ITB
Stock Holding History
Wealthstreet Investment Advisors’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
2021
Q2
–
Sell
-12,590
Closed
-$854K
–
206
2021
Q1
$854K
Hold
12,590
–
–
0.08%
185
2020
Q4
$703K
Sell
12,590
-120
-0.9%
-$6.76K
0.07%
202
2020
Q3
$720K
Sell
12,710
-150
-1%
-$7.84K
0.08%
181
2020
Q2
$568K
Hold
12,860
–
–
0.07%
198
2020
Q1
$372K
Sell
12,860
-3,010
-19%
-$129K
0.06%
220
2019
Q4
$705K
Sell
15,870
-200
-1%
-$8.92K
0.08%
195
2019
Q3
$716K
Sell
16,070
-125
-0.8%
-$5.01K
0.09%
180
2019
Q2
$619K
Sell
16,195
-250
-2%
-$9.45K
0.08%
197
2019
Q1
$580K
Hold
16,445
–
–
0.08%
199
2018
Q4
$537K
Sell
16,445
-9,190
-36%
-$289K
0.08%
203
2018
Q3
$906K
Hold
25,635
–
–
0.11%
163
2018
Q2
$978K
Sell
25,635
-2,000
-7%
-$77.9K
0.13%
153
2018
Q1
$1.09M
Sell
27,635
-500
-2%
-$20.9K
0.14%
143
2017
Q4
$1.23M
Buy
+28,135
New
+$1.14M
0.15%
139
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1-Year Est. Return
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$10.5B AUM
49.21%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
BNP Paribas Financial Markets
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$152B AUM
31.61%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Canada Pension Plan Investment Board
Toronto Ontario, Ontario, Canada
$155B AUM
29.93%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
MMEA
Main Management ETF Advisors
San Francisco, California
$2.68B AUM
24.27%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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