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

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

Wealthstreet Investment Advisors's ITB Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of iShares US Home Construction ETF (ITB) in Q2 2021, closing a stake of 12,590 shares — an estimated $854K sold.

Wealthstreet Investment Advisors first reported a position in ITB in Q4 2017 and held it in 14 quarters. The position peaked at $1.23M in Q4 2017. 274 funds tracked by Wall St. Rank hold ITB as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining iShares US Home Construction ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 12,590 iShares US Home Construction ETF shares in Q2 2021, an estimated $854K.
Wealthstreet Investment Advisors first reported a position in iShares US Home Construction ETF in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's iShares US Home Construction ETF position peaked at $1.23M in Q4 2017.
274 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.