Castleview Partners’s iShares US Home Construction ETF ITB Stock Holding History

Castleview Partners’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
2025 Q1	–	Sell	-140	Closed	-$14.3K	–	367
2024 Q4	$14.3K	Buy	140 +30	+27%	+$3.56K	0.01%	525
2024 Q3	$14K	Hold	110	–	–	0.01%	503
2024 Q2	$11.1K	Hold	110	–	–	0.01%	505
2024 Q1	$12.7K	Sell	110 -30	-21%	-$3.15K	0.01%	519
2023 Q4	$14.2K	Hold	140	–	–	0.01%	476
2023 Q3	$11K	Hold	140	–	–	0.01%	417
2023 Q2	$12K	Hold	140	–	–	0.01%	412
2023 Q1	$9.84K	Hold	140	–	–	0.01%	427
2022 Q4	$8.48K	Hold	140	–	–	0.01%	393
2022 Q3	$7K	Buy	140 +118	+536%	+$6.8K	0.01%	417
2022 Q2	$5.62K	Sell	22 -225	-91%	-$12.9K	﹤0.01%	525
2022 Q1	$14K	Buy	+247	New	+$16.9K	0.01%	470
2021 Q2	$17K	Buy	+250	New	+$17.7K	0.01%	586

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SAM

Scopus Asset Management New York $7.11B AUM 32.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Castleview Partners's ITB Position: Q1 2025 in Review

Castleview Partners sold out of iShares US Home Construction ETF (ITB) in Q1 2025, closing a stake of 140 shares — an estimated $14.3K sold.

Castleview Partners first reported a position in ITB in Q2 2021 and held it in 13 quarters. The position peaked at $17K in Q2 2021. 324 funds tracked by Wall St. Rank hold ITB as of Q1 2025.

Castleview Partners reported no remaining iShares US Home Construction ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 140 iShares US Home Construction ETF shares in Q1 2025, an estimated $14.3K.
Castleview Partners first reported a position in iShares US Home Construction ETF in Q2 2021 and held it in 13 quarters.
Castleview Partners's iShares US Home Construction ETF position peaked at $17K in Q2 2021.
324 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.