Janiczek Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History

Janiczek Wealth Management’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	$722	Hold	7	–	–	﹤0.01%	968
2024 Q1	$826	Hold	7	–	–	﹤0.01%	963
2023 Q4	$725	Hold	7	–	–	﹤0.01%	967
2023 Q3	$559	Hold	7	–	–	﹤0.01%	967
2023 Q2	$608	Hold	7	–	–	﹤0.01%	890
2023 Q1	$500	Hold	7	–	–	﹤0.01%	907
2022 Q4	$469	Hold	7	–	–	﹤0.01%	917
2022 Q3	$0	Hold	7	–	–	﹤0.01%	985
2022 Q2	$0	Sell	7 -100	-93%	-$5.71K	﹤0.01%	1002
2022 Q1	$6K	Hold	107	–	–	﹤0.01%	644
2021 Q4	$9K	Hold	107	–	–	﹤0.01%	608
2021 Q3	$7K	Buy	107 +7	+7%	+$493	﹤0.01%	634
2021 Q2	$7K	Hold	100	–	–	﹤0.01%	611
2021 Q1	$7K	Hold	100	–	–	﹤0.01%	590
2020 Q4	$6K	Hold	100	–	–	﹤0.01%	558
2020 Q3	$6K	Buy	+100	New	+$5.23K	﹤0.01%	312

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

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

Janiczek Wealth Management's ITB Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares US Home Construction ETF (ITB) position steady in Q2 2024 at 7 shares worth $722. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Janiczek Wealth Management first reported a position in ITB in Q3 2020 and has held it in 16 quarters since. The position peaked at $9K in Q4 2021. 322 funds tracked by Wall St. Rank hold ITB as of Q2 2024.

Janiczek Wealth Management held 7 shares of iShares US Home Construction ETF worth $722 as of Q2 2024.
Janiczek Wealth Management left its iShares US Home Construction ETF share count unchanged in Q2 2024.
iShares US Home Construction ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #968 holding.
Janiczek Wealth Management first reported a position in iShares US Home Construction ETF in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's iShares US Home Construction ETF position peaked at $9K in Q4 2021.
322 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.