L.J. Altfest & Co’s iShares US Home Construction ETF ITB Stock Holding History

L.J. Altfest & Co’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 Q4	–	Sell	-20,048	Closed	-$2.55M	–	351
2024 Q3	$2.55M	Buy	+20,048	New	+$2.32M	0.34%	56
2020 Q1	–	Sell	-7,553	Closed	-$336K	–	213
2019 Q4	$336K	Sell	7,553 -503	-6%	-$22.4K	0.08%	142
2019 Q3	$349K	Sell	8,056 -1,846	-19%	-$74K	0.09%	130
2019 Q2	$378K	Sell	9,902 -2,951	-23%	-$112K	0.1%	119
2019 Q1	$453K	Sell	12,853 -877	-6%	-$29.8K	0.11%	107
2018 Q4	$412K	Sell	13,730 -43,463	-76%	-$1.37M	0.12%	100
2018 Q3	$2.02M	Buy	+57,193	New	+$2.17M	0.59%	29

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

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

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

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

AWM

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

L.J. Altfest & Co's ITB Position: Q4 2024 in Review

L.J. Altfest & Co sold out of iShares US Home Construction ETF (ITB) in Q4 2024, closing a stake of 20,048 shares — an estimated $2.55M sold.

L.J. Altfest & Co first reported a position in ITB in Q3 2018 and held it in 7 quarters. The position peaked at $2.55M in Q3 2024. 362 funds tracked by Wall St. Rank hold ITB as of Q4 2024.

L.J. Altfest & Co reported no remaining iShares US Home Construction ETF position as of Q4 2024 after selling out during the quarter.
L.J. Altfest & Co sold 20,048 iShares US Home Construction ETF shares in Q4 2024, an estimated $2.55M.
L.J. Altfest & Co first reported a position in iShares US Home Construction ETF in Q3 2018 and held it in 7 quarters.
L.J. Altfest & Co's iShares US Home Construction ETF position peaked at $2.55M in Q3 2024.
362 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2024.

Based on L.J. Altfest & Co's 13F filing for Q4 2024, filed 7 Feb 2025.