LMKC
ITB icon

L.M. Kohn & Company’s iShares US Home Construction ETF ITB Stock Holding History

L.M. Kohn & Company’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 		– Sell
-3,442
Closed -$398K – 282
2024
Q1 		$398K Buy
+3,442
New +$361K 0.11% 170

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

L.M. Kohn & Company's ITB Position: Q2 2024 in Review

L.M. Kohn & Company sold out of iShares US Home Construction ETF (ITB) in Q2 2024, closing a stake of 3,442 shares — an estimated $398K sold.

L.M. Kohn & Company first reported a position in ITB in Q1 2024 and held it in 1 quarter. The position peaked at $398K in Q1 2024. 322 funds tracked by Wall St. Rank hold ITB as of Q2 2024.

  • L.M. Kohn & Company reported no remaining iShares US Home Construction ETF position as of Q2 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 3,442 iShares US Home Construction ETF shares in Q2 2024, an estimated $398K.
  • L.M. Kohn & Company first reported a position in iShares US Home Construction ETF in Q1 2024 and held it in 1 quarter.
  • L.M. Kohn & Company's iShares US Home Construction ETF position peaked at $398K in Q1 2024.
  • 322 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2024.

Based on L.M. Kohn & Company's 13F filing for Q2 2024, filed 31 Jul 2024.