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Winslow Evans & Crocker’s iShares US Home Construction ETF ITB Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$3K Buy
+50
New +$2.82K ﹤0.01% 1185
2018
Q4 		– Sell
-250
Closed -$10K – 1118
2018
Q3 		$10K Hold
250
– – ﹤0.01% 794
2018
Q2 		$10K Sell
250
-250
-50% -$9.73K ﹤0.01% 796
2018
Q1 		$19.7K Hold
500
– – 0.01% 652
2017
Q4 		$21.9K Sell
500
-688
-58% -$27.9K 0.01% 640
2017
Q3 		$43.4K Sell
1,188
-2,384
-67% -$82K 0.01% 507
2017
Q2 		$120K Buy
3,572
+1,372
+62% +$44.9K 0.03% 400
2017
Q1 		$70.3K Hold
2,200
– – 0.02% 477
2016
Q4 		$60.4K Sell
2,200
-1,686
-43% -$45.8K 0.02% 493
2016
Q3 		$107K Hold
3,886
– – 0.03% 394
2016
Q2 		$107K Buy
3,886
+1
+0% +$27 0.03% 366
2016
Q1 		$105K Sell
3,885
-1
-0% -$25 0.03% 356
2015
Q4 		$105K Buy
3,886
+750
+24% +$20.7K 0.03% 388
2015
Q3 		$81.8K Hold
3,136
– – 0.03% 426
2015
Q2 		$86.1K Buy
3,136
+226
+8% +$6.13K 0.02% 449
2015
Q1 		$82.2K Buy
2,910
+418
+17% +$11.1K 0.02% 460
2014
Q4 		$64.5K Hold
2,492
– – 0.02% 492
2014
Q3 		$56K Sell
2,492
-112
-4% -$2.63K 0.02% 528
2014
Q2 		$64.6K Sell
2,604
-749
-22% -$17.9K 0.02% 448
2014
Q1 		$81.2K Sell
3,353
-200
-6% -$4.95K 0.03% 404
2013
Q4 		$88K Buy
+3,553
New +$80.4K 0.03% 400

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Winslow Evans & Crocker's ITB Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares US Home Construction ETF (ITB) in Q4 2020: 50 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1185 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in ITB as recently as Q3 2018.

Winslow Evans & Crocker first reported a position in ITB in Q4 2013 and has held it in 21 quarters since. The position peaked at $120K in Q2 2017. 256 funds tracked by Wall St. Rank hold ITB as of Q4 2020.

  • Winslow Evans & Crocker held 50 shares of iShares US Home Construction ETF worth $3K as of Q4 2020.
  • iShares US Home Construction ETF was a new Winslow Evans & Crocker position in Q4 2020.
  • iShares US Home Construction ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1185 holding.
  • Winslow Evans & Crocker first reported a position in iShares US Home Construction ETF in Q4 2013 and has held it in 21 quarters since.
  • Winslow Evans & Crocker's iShares US Home Construction ETF position peaked at $120K in Q2 2017.
  • 256 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.