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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 Sell
247
-20,483
-99% -$1.4M 0.01% 470
2021
Q4 		$250 Buy
+20,730
New +$1.56M ﹤0.01% 630
2021
Q2 		$17K Buy
+250
New +$17.7K 0.01% 586

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return