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

BigSur 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
-2,000
Closed -$254K – 162
2024
Q3 		$254K Buy
+2,000
New +$232K 0.07% 138
2023
Q3 		– Sell
-6,550
Closed -$560K – 118
2023
Q2 		$560K Buy
+6,550
New +$498K 0.27% 80

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

BigSur Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q4 2024, closing a stake of 2,000 shares — an estimated $254K sold.

BigSur Wealth Management first reported a position in ITB in Q2 2023 and held it in 2 quarters. The position peaked at $560K in Q2 2023. 362 funds tracked by Wall St. Rank hold ITB as of Q4 2024.

  • BigSur Wealth Management reported no remaining iShares US Home Construction ETF position as of Q4 2024 after selling out during the quarter.
  • BigSur Wealth Management sold 2,000 iShares US Home Construction ETF shares in Q4 2024, an estimated $254K.
  • BigSur Wealth Management first reported a position in iShares US Home Construction ETF in Q2 2023 and held it in 2 quarters.
  • BigSur Wealth Management's iShares US Home Construction ETF position peaked at $560K in Q2 2023.
  • 362 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2024.

Based on BigSur Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.