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

WMG 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 Q2	–	Sell	-4,054	Closed	-$240K	–	162
2022 Q1	$240K	Sell	4,054 -292	-7%	-$20K	0.18%	137
2021 Q4	$361K	Buy	+4,346	New	+$327K	0.28%	98

Other funds holding ITB

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

WMG Financial Advisors's ITB Position: Q2 2022 in Review

WMG Financial Advisors sold out of iShares US Home Construction ETF (ITB) in Q2 2022, closing a stake of 4,054 shares — an estimated $240K sold.

WMG Financial Advisors first reported a position in ITB in Q4 2021 and held it in 2 quarters. The position peaked at $361K in Q4 2021. 240 funds tracked by Wall St. Rank hold ITB as of Q2 2022.

WMG Financial Advisors reported no remaining iShares US Home Construction ETF position as of Q2 2022 after selling out during the quarter.
WMG Financial Advisors sold 4,054 iShares US Home Construction ETF shares in Q2 2022, an estimated $240K.
WMG Financial Advisors first reported a position in iShares US Home Construction ETF in Q4 2021 and held it in 2 quarters.
WMG Financial Advisors's iShares US Home Construction ETF position peaked at $361K in Q4 2021.
240 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2022.

Based on WMG Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.