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Wells Financial Advisors’s iShares US Home Construction ETF ITB Stock Holding History

Wells Financial 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
2022
Q1 		– Sell
-2,000
Closed -$166K – 59
2021
Q4 		$166K Buy
+2,000
New +$151K 0.13% 40

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AssetMark Inc
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BNP Paribas Financial Markets
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Financial Advisors's ITB Position: Q1 2022 in Review

Wells Financial Advisors sold out of iShares US Home Construction ETF (ITB) in Q1 2022, closing a stake of 2,000 shares — an estimated $166K sold.

Wells Financial Advisors first reported a position in ITB in Q4 2021 and held it in 1 quarter. The position peaked at $166K in Q4 2021. 273 funds tracked by Wall St. Rank hold ITB as of Q1 2022.

  • Wells Financial Advisors reported no remaining iShares US Home Construction ETF position as of Q1 2022 after selling out during the quarter.
  • Wells Financial Advisors sold 2,000 iShares US Home Construction ETF shares in Q1 2022, an estimated $166K.
  • Wells Financial Advisors first reported a position in iShares US Home Construction ETF in Q4 2021 and held it in 1 quarter.
  • Wells Financial Advisors's iShares US Home Construction ETF position peaked at $166K in Q4 2021.
  • 273 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2022.

Based on Wells Financial Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.