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Accurate Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History

Accurate Wealth Management’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
2024
Q4 		– Sell
-1,633
Closed -$207K – 388
2024
Q3 		$207K Buy
+1,633
New +$189K 0.04% 361
2023
Q1 		– Sell
-118
Closed -$7.58K – 820
2022
Q4 		$7.58K Buy
+118
New +$6.81K ﹤0.01% 930

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Accurate Wealth Management's ITB Position: Q4 2024 in Review

Accurate Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q4 2024, closing a stake of 1,633 shares — an estimated $207K sold.

Accurate Wealth Management first reported a position in ITB in Q4 2022 and held it in 2 quarters. The position peaked at $207K in Q3 2024. 362 funds tracked by Wall St. Rank hold ITB as of Q4 2024.

  • Accurate Wealth Management reported no remaining iShares US Home Construction ETF position as of Q4 2024 after selling out during the quarter.
  • Accurate Wealth Management sold 1,633 iShares US Home Construction ETF shares in Q4 2024, an estimated $207K.
  • Accurate Wealth Management first reported a position in iShares US Home Construction ETF in Q4 2022 and held it in 2 quarters.
  • Accurate Wealth Management's iShares US Home Construction ETF position peaked at $207K in Q3 2024.
  • 362 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2024.

Based on Accurate Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.