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

Aspire 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 Q3	$4.83K	Hold	38	–	–	﹤0.01%	180
2024 Q2	$3.84K	Hold	38	–	–	﹤0.01%	165
2024 Q1	$4.4K	Hold	38	–	–	﹤0.01%	170
2023 Q4	$3.87K	Hold	38	–	–	﹤0.01%	169
2023 Q3	$2.98K	Hold	38	–	–	﹤0.01%	168
2023 Q2	$3.25K	Hold	38	–	–	﹤0.01%	175
2023 Q1	$2.67K	Hold	38	–	–	﹤0.01%	173
2022 Q4	$2.3K	Hold	38	–	–	﹤0.01%	178
2022 Q3	$2K	Hold	38	–	–	﹤0.01%	159
2022 Q2	$2K	Sell	38 -38	-50%	-$2.17K	﹤0.01%	167
2022 Q1	$5K	Sell	76 -38	-33%	-$2.6K	﹤0.01%	160
2021 Q4	$9K	Buy	+114	New	+$8.59K	0.01%	155

Other funds holding ITB

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

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

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

Aspire Wealth Management's ITB Position: Q3 2024 in Review

Aspire Wealth Management held its iShares US Home Construction ETF (ITB) position steady in Q3 2024 at 38 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #180.

Aspire Wealth Management first reported a position in ITB in Q4 2021 and has held it in 12 quarters since. The position peaked at $9K in Q4 2021. 369 funds tracked by Wall St. Rank hold ITB as of Q3 2024.

Aspire Wealth Management held 38 shares of iShares US Home Construction ETF worth $4.83K as of Q3 2024.
Aspire Wealth Management left its iShares US Home Construction ETF share count unchanged in Q3 2024.
iShares US Home Construction ETF made up ﹤0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #180 holding.
Aspire Wealth Management first reported a position in iShares US Home Construction ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's iShares US Home Construction ETF position peaked at $9K in Q4 2021.
369 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.