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

WFG 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
2017
Q2 		$68K Buy
2,000
+500
+33% +$16.4K 0.02% 628
2017
Q1 		$48K Sell
1,500
-632
-30% -$18.9K 0.01% 664
2016
Q4 		$59K Hold
2,132
– – 0.01% 681
2016
Q3 		$59K Sell
2,132
-18
-0.8% -$515 0.01% 661
2016
Q2 		$59K Hold
2,150
– – 0.02% 646
2016
Q1 		$58K Buy
2,150
+19
+0.9% +$467 0.02% 623
2015
Q4 		$58K Buy
2,131
+400
+23% +$11K 0.02% 627
2015
Q3 		$45K Hold
1,731
– – 0.01% 677
2015
Q2 		$48K Sell
1,731
-340
-16% -$9.23K 0.01% 740
2015
Q1 		$58K Sell
2,071
-9,542
-82% -$254K 0.02% 684
2014
Q4 		$301K Buy
11,613
+11,206
+2,753% +$274K 0.06% 334
2014
Q3 		$9K Sell
407
-598
-60% -$14.1K ﹤0.01% 1525
2014
Q2 		$25K Sell
1,005
-3,801
-79% -$90.8K ﹤0.01% 1184
2014
Q1 		$116K Sell
4,806
-9,275
-66% -$229K 0.02% 589
2013
Q4 		$349K Buy
14,081
+3,239
+30% +$73.3K 0.05% 390
2013
Q3 		$242K Buy
10,842
+9,053
+506% +$199K 0.04% 437
2013
Q2 		$40K Buy
+1,789
New +$42.7K 0.01% 971

Other funds holding ITB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

WFG Advisors's ITB Position: Q2 2017 in Review

WFG Advisors increased its iShares US Home Construction ETF (ITB) stake by 33% in Q2 2017, buying an estimated $16.4K and bringing the position to 2,000 shares worth $68K. The position accounts for 0.02% of the portfolio, ranked #628.

WFG Advisors first reported a position in ITB in Q2 2013 and has held it in 17 quarters since. The position peaked at $349K in Q4 2013. 153 funds tracked by Wall St. Rank hold ITB as of Q2 2017.

  • WFG Advisors held 2,000 shares of iShares US Home Construction ETF worth $68K as of Q2 2017.
  • WFG Advisors bought 500 iShares US Home Construction ETF shares in Q2 2017, an estimated $16.4K.
  • iShares US Home Construction ETF made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #628 holding.
  • WFG Advisors first reported a position in iShares US Home Construction ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iShares US Home Construction ETF position peaked at $349K in Q4 2013.
  • 153 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.