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Legacy Capital Group California’s iShares US Home Construction ETF ITB Stock Holding History

Legacy Capital Group California’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
2023
Q3 		– Sell
-6,513
Closed -$556K – 284
2023
Q2 		$556K Buy
+6,513
New +$495K 0.23% 132

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VMPIC
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UBS Group
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Legacy Capital Group California's ITB Position: Q3 2023 in Review

Legacy Capital Group California sold out of iShares US Home Construction ETF (ITB) in Q3 2023, closing a stake of 6,513 shares — an estimated $556K sold.

Legacy Capital Group California first reported a position in ITB in Q2 2023 and held it in 1 quarter. The position peaked at $556K in Q2 2023. 292 funds tracked by Wall St. Rank hold ITB as of Q3 2023.

  • Legacy Capital Group California reported no remaining iShares US Home Construction ETF position as of Q3 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 6,513 iShares US Home Construction ETF shares in Q3 2023, an estimated $556K.
  • Legacy Capital Group California first reported a position in iShares US Home Construction ETF in Q2 2023 and held it in 1 quarter.
  • Legacy Capital Group California's iShares US Home Construction ETF position peaked at $556K in Q2 2023.
  • 292 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2023.

Based on Legacy Capital Group California's 13F filing for Q3 2023, filed 6 Nov 2023.