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Heritage Wealth Management (Ohio)’s iShares US Home Construction ETF ITB Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio ITB Stock Details ITB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,020
Closed -$209K – 234
2024
Q4 		$209K Hold
2,020
– – 0.07% 219
2024
Q3 		$257K Buy
+2,020
New +$257K 0.08% 198