Hazlett, Burt & Watson’s iShares US Home Construction ETF ITB Stock Holding History

Hazlett, Burt & Watson’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	-150	Closed	-$16K	–	813
2024 Q4	$16K	Sell	150 -75	-33%	-$8.9K	0.01%	488
2024 Q3	$29K	Hold	225	–	–	0.01%	425
2024 Q2	$23K	Hold	225	–	–	0.01%	430
2024 Q1	$26K	Buy	225 +50	+29%	+$5.24K	0.02%	401
2023 Q4	$18K	Hold	175	–	–	0.01%	429
2023 Q3	$14K	Hold	175	–	–	0.01%	457
2023 Q2	$15K	Buy	+175	New	+$13.3K	0.01%	441

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

Hazlett, Burt & Watson's ITB Position: Q1 2025 in Review

Hazlett, Burt & Watson sold out of iShares US Home Construction ETF (ITB) in Q1 2025, closing a stake of 150 shares — an estimated $16K sold.

Hazlett, Burt & Watson first reported a position in ITB in Q2 2023 and held it in 7 quarters. The position peaked at $29K in Q3 2024. 324 funds tracked by Wall St. Rank hold ITB as of Q1 2025.

Hazlett, Burt & Watson reported no remaining iShares US Home Construction ETF position as of Q1 2025 after selling out during the quarter.
Hazlett, Burt & Watson sold 150 iShares US Home Construction ETF shares in Q1 2025, an estimated $16K.
Hazlett, Burt & Watson first reported a position in iShares US Home Construction ETF in Q2 2023 and held it in 7 quarters.
Hazlett, Burt & Watson's iShares US Home Construction ETF position peaked at $29K in Q3 2024.
324 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2025, filed 5 May 2025.