FP
Fiduciary Planning’s iShares US Home Construction ETF ITB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $311K | Sell |
3,333
-612
| -16% | -$57K | 0.1% | 62 |
|
2025
Q1 | $376K | Sell |
3,945
-835
| -17% | -$79.5K | 0.12% | 57 |
|
2024
Q4 | $494K | Sell |
4,780
-141
| -3% | -$14.6K | 0.16% | 50 |
|
2024
Q3 | $626K | Sell |
4,921
-691
| -12% | -$87.8K | 0.21% | 42 |
|
2024
Q2 | $567K | Sell |
5,612
-10,989
| -66% | -$1.11M | 0.2% | 42 |
|
2024
Q1 | $1.92M | Buy |
16,601
+5,735
| +53% | +$664K | 0.73% | 19 |
|
2023
Q4 | $1.11M | Buy |
+10,866
| New | +$1.11M | 0.47% | 26 |
|
2021
Q2 | – | Sell |
-83
| Closed | -$6K | – | 161 |
|
2021
Q1 | $6K | Sell |
83
-41,893
| -100% | -$3.03M | 0.01% | 189 |
|
2020
Q4 | $2.34M | Buy |
+41,976
| New | +$2.34M | 3.3% | 4 |
|