YWS
ITB icon

Yarger Wealth Strategies’s iShares US Home Construction ETF ITB Stock Holding History

Yarger Wealth Strategies’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
-3,608
Closed -$214K – 49
2022
Q1 		$214K Sell
3,608
-460
-11% -$31.5K 0.28% 44
2021
Q4 		$337K Buy
+4,068
New +$306K 0.36% 37

Other funds holding ITB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Yarger Wealth Strategies's ITB Position: Q2 2022 in Review

Yarger Wealth Strategies sold out of iShares US Home Construction ETF (ITB) in Q2 2022, closing a stake of 3,608 shares — an estimated $214K sold.

Yarger Wealth Strategies first reported a position in ITB in Q4 2021 and held it in 2 quarters. The position peaked at $337K in Q4 2021. 240 funds tracked by Wall St. Rank hold ITB as of Q2 2022.

  • Yarger Wealth Strategies reported no remaining iShares US Home Construction ETF position as of Q2 2022 after selling out during the quarter.
  • Yarger Wealth Strategies sold 3,608 iShares US Home Construction ETF shares in Q2 2022, an estimated $214K.
  • Yarger Wealth Strategies first reported a position in iShares US Home Construction ETF in Q4 2021 and held it in 2 quarters.
  • Yarger Wealth Strategies's iShares US Home Construction ETF position peaked at $337K in Q4 2021.
  • 240 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2022.

Based on Yarger Wealth Strategies's 13F filing for Q2 2022, filed 12 Aug 2022.