Dynamic Advisor Solutions’s iShares US Home Construction ETF ITB Stock Holding History

Dynamic Advisor Solutions’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	-8,089	Closed	-$1.03M	–	737
2024 Q3	$1.03M	Buy	+8,089	New	+$937K	0.03%	440
2022 Q2	–	Sell	-5,306	Closed	-$314K	–	733
2022 Q1	$314K	Buy	+5,306	New	+$364K	0.02%	544
2020 Q1	–	Sell	-5,615	Closed	-$249K	–	549
2019 Q4	$249K	Sell	5,615 -4,688	-46%	-$209K	0.03%	451
2019 Q3	$446K	Buy	+10,303	New	+$413K	0.07%	295
2019 Q2	–	Sell	-81,341	Closed	-$2.87M	–	541
2019 Q1	$2.87M	Buy	+81,341	New	+$2.76M	0.54%	47
2014 Q3	–	Sell	-11,800	Closed	-$293K	–	207
2014 Q2	$293K	Sell	11,800 -10	-0.1%	-$239	0.18%	154
2014 Q1	$286K	Hold	11,810	–	–	0.2%	154
2013 Q4	$293K	Buy	+11,810	New	+$267K	0.22%	151

Other funds holding ITB

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

CAAS

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

Dynamic Advisor Solutions's ITB Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of iShares US Home Construction ETF (ITB) in Q4 2024, closing a stake of 8,089 shares — an estimated $1.03M sold.

Dynamic Advisor Solutions first reported a position in ITB in Q4 2013 and held it in 8 quarters. The position peaked at $2.87M in Q1 2019. 362 funds tracked by Wall St. Rank hold ITB as of Q4 2024.

Dynamic Advisor Solutions reported no remaining iShares US Home Construction ETF position as of Q4 2024 after selling out during the quarter.
Dynamic Advisor Solutions sold 8,089 iShares US Home Construction ETF shares in Q4 2024, an estimated $1.03M.
Dynamic Advisor Solutions first reported a position in iShares US Home Construction ETF in Q4 2013 and held it in 8 quarters.
Dynamic Advisor Solutions's iShares US Home Construction ETF position peaked at $2.87M in Q1 2019.
362 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.