Level Four Advisory Services’s iShares US Home Construction ETF ITB Stock Holding History

Level Four Advisory Services’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 Q4	–	Sell	-2,549	Closed	-$200K	–	818
2023 Q3	$200K	Buy	+2,549	New	+$216K	0.01%	687

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Level Four Advisory Services's ITB Position: Q4 2023 in Review

Level Four Advisory Services sold out of iShares US Home Construction ETF (ITB) in Q4 2023, closing a stake of 2,549 shares — an estimated $200K sold.

Level Four Advisory Services first reported a position in ITB in Q3 2023 and held it in 1 quarter. The position peaked at $200K in Q3 2023. 321 funds tracked by Wall St. Rank hold ITB as of Q4 2023.

Level Four Advisory Services reported no remaining iShares US Home Construction ETF position as of Q4 2023 after selling out during the quarter.
Level Four Advisory Services sold 2,549 iShares US Home Construction ETF shares in Q4 2023, an estimated $200K.
Level Four Advisory Services first reported a position in iShares US Home Construction ETF in Q3 2023 and held it in 1 quarter.
Level Four Advisory Services's iShares US Home Construction ETF position peaked at $200K in Q3 2023.
321 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2023.

Based on Level Four Advisory Services's 13F filing for Q4 2023, filed 8 Feb 2024.