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

Wipfli 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 Q3	$2K	Buy	+37	New	+$2.13K	﹤0.01%	2293

Other funds holding ITB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wipfli Financial Advisors's ITB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares US Home Construction ETF (ITB) in Q3 2022: 37 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2293 among its holdings.

224 funds tracked by Wall St. Rank hold ITB as of Q3 2022.

Wipfli Financial Advisors held 37 shares of iShares US Home Construction ETF worth $2K as of Q3 2022.
iShares US Home Construction ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares US Home Construction ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2293 holding.
224 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.