Csenge Advisory Group’s iShares US Home Construction ETF ITB Stock Holding History

Csenge Advisory Group’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	-4,186	Closed	-$433K	–	703
2024 Q4	$433K	Buy	+4,186	New	+$497K	0.02%	463
2024 Q2	–	Sell	-7,283	Closed	-$843K	–	707
2024 Q1	$843K	Sell	7,283 -616	-8%	-$64.6K	0.05%	300
2023 Q4	$804K	Sell	7,899 -1,632	-17%	-$139K	0.05%	286
2023 Q3	$748K	Sell	9,531 -15,002	-61%	-$1.27M	0.05%	270
2023 Q2	$2.1M	Sell	24,533 -1,933	-7%	-$147K	0.14%	119
2023 Q1	$1.86M	Sell	26,466 -3,568	-12%	-$241K	0.13%	134
2022 Q4	$1.82M	Buy	30,034 +15,579	+108%	+$899K	0.14%	138
2022 Q3	$752K	Buy	14,455 +22	+0.2%	+$1.27K	0.06%	254
2022 Q2	$758K	Sell	14,433 -350	-2%	-$20K	0.06%	264
2022 Q1	$876K	Buy	+14,783	New	+$1.01M	0.07%	246
2021 Q4	–	Sell	-21,563	Closed	-$1.43M	–	581
2021 Q3	$1.43M	Buy	+21,563	New	+$1.52M	0.12%	151
2018 Q1	–	Sell	-15,041	Closed	-$658K	–	289
2017 Q4	$658K	Buy	15,041 +5,723	+61%	+$232K	0.24%	100
2017 Q3	$340K	Buy	+9,318	New	+$321K	0.13%	144

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

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 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

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 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

Csenge Advisory Group's ITB Position: Q1 2025 in Review

Csenge Advisory Group sold out of iShares US Home Construction ETF (ITB) in Q1 2025, closing a stake of 4,186 shares — an estimated $433K sold.

Csenge Advisory Group first reported a position in ITB in Q3 2017 and held it in 13 quarters. The position peaked at $2.1M in Q2 2023. 324 funds tracked by Wall St. Rank hold ITB as of Q1 2025.

Csenge Advisory Group reported no remaining iShares US Home Construction ETF position as of Q1 2025 after selling out during the quarter.
Csenge Advisory Group sold 4,186 iShares US Home Construction ETF shares in Q1 2025, an estimated $433K.
Csenge Advisory Group first reported a position in iShares US Home Construction ETF in Q3 2017 and held it in 13 quarters.
Csenge Advisory Group's iShares US Home Construction ETF position peaked at $2.1M in Q2 2023.
324 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2025.

Based on Csenge Advisory Group's 13F filing for Q1 2025, filed 5 May 2025.