Gradient Investments’s iShares US Home Construction ETF ITB Stock Holding History

Gradient Investments’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 Q2	–	Hold	0	–	–	–	1375
2024 Q1	–	Sell	-467	Closed	-$49K	–	1224
2023 Q4	$47.5K	Hold	467	–	–	﹤0.01%	552
2023 Q3	$36.7K	Hold	467	–	–	﹤0.01%	568
2023 Q2	$39.9K	Hold	467	–	–	﹤0.01%	548
2023 Q1	$32.8K	Hold	467	–	–	﹤0.01%	575
2022 Q4	$28.3K	Hold	467	–	–	﹤0.01%	613
2022 Q3	$24K	Hold	467	–	–	﹤0.01%	631
2022 Q2	$25K	Sell	467 -28	-6%	-$1.6K	﹤0.01%	603
2022 Q1	$29K	Buy	495 +28	+6%	+$1.92K	﹤0.01%	573
2021 Q4	$39K	Hold	467	–	–	﹤0.01%	524
2021 Q3	$31K	Hold	467	–	–	﹤0.01%	564
2021 Q2	$32K	Hold	467	–	–	﹤0.01%	554
2021 Q1	$32K	Buy	+467	New	+$28.8K	﹤0.01%	544
2020 Q2	–	Sell	-3	Closed	–	–	1117
2020 Q1	$0	Buy	+3	New	+$128	﹤0.01%	1154
2019 Q3	–	Sell	-900	Closed	-$34K	–	1165
2019 Q2	$34K	Buy	+900	New	+$34K	﹤0.01%	429
2015 Q1	–	Sell	-100	Closed	-$3K	–	676
2014 Q4	$3K	Buy	+100	New	+$2.44K	﹤0.01%	460
2014 Q1	–	Sell	-31	Closed	-$1K	–	578
2013 Q4	$1K	Buy	+31	New	+$701	﹤0.01%	546

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Gradient Investments's ITB Position: Q2 2024 in Review

Gradient Investments held its iShares US Home Construction ETF (ITB) position steady in Q2 2024 at 0 shares worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Gradient Investments first reported a position in ITB in Q4 2013 and has held it in 16 quarters since. The position peaked at $47.5K in Q4 2023. 322 funds tracked by Wall St. Rank hold ITB as of Q2 2024.

Gradient Investments held 0 shares of iShares US Home Construction ETF worth $2 as of Q2 2024.
Gradient Investments left its iShares US Home Construction ETF share count unchanged in Q2 2024.
iShares US Home Construction ETF made up ﹤0.01% of Gradient Investments's portfolio in Q2 2024, its #1375 holding.
Gradient Investments first reported a position in iShares US Home Construction ETF in Q4 2013 and has held it in 16 quarters since.
Gradient Investments's iShares US Home Construction ETF position peaked at $47.5K in Q4 2023.
322 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.