Lowe Wealth Advisors’s iShares US Home Construction ETF ITB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-250
| Closed | -$21.4K | – | 336 |
|
|
2023
Q2 | $21.4K | Hold |
250
| – | – | 0.01% | 154 |
|
|
2023
Q1 | $17.6K | Hold |
250
| – | – | 0.01% | 161 |
|
|
2022
Q4 | $15.2K | Hold |
250
| – | – | 0.01% | 181 |
|
|
2022
Q3 | $13K | Hold |
250
| – | – | 0.01% | 176 |
|
|
2022
Q2 | $13K | Hold |
250
| – | – | 0.01% | 168 |
|
|
2022
Q1 | $15K | Hold |
250
| – | – | 0.01% | 172 |
|
|
2021
Q4 | $21K | Hold |
250
| – | – | 0.01% | 145 |
|
|
2021
Q3 | $17K | Hold |
250
| – | – | 0.01% | 149 |
|
|
2021
Q2 | $17K | Hold |
250
| – | – | 0.01% | 148 |
|
|
2021
Q1 | $17K | Hold |
250
| – | – | 0.01% | 144 |
|
|
2020
Q4 | $14K | Hold |
250
| – | – | 0.01% | 148 |
|
|
2020
Q3 | $14K | Buy |
250
+50
| +25% | +$2.61K | 0.01% | 139 |
|
|
2020
Q2 | $9K | Hold |
200
| – | – | 0.01% | 163 |
|
|
2020
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 181 |
|
|
2019
Q4 | $9K | Hold |
200
| – | – | 0.01% | 173 |
|
|
2019
Q3 | $9K | Hold |
200
| – | – | 0.01% | 162 |
|
|
2019
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 182 |
|
|
2019
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 167 |
|
|
2018
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 162 |
|
|
2018
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 168 |
|
|
2018
Q2 | $8K | Hold |
200
| – | – | 0.01% | 155 |
|
|
2018
Q1 | $8K | Hold |
200
| – | – | 0.01% | 163 |
|
|
2017
Q4 | $9K | Hold |
200
| – | – | 0.01% | 164 |
|
|
2017
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 166 |
|
|
2017
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 144 |
|
|
2017
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 146 |
|
|
2016
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 157 |
|
|
2016
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 154 |
|
|
2016
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 147 |
|
|
2016
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 148 |
|
|
2015
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 156 |
|
|
2015
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 156 |
|
|
2015
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 154 |
|
|
2015
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 145 |
|
|
2014
Q4 | $5K | Buy |
+200
| New | +$4.88K | ﹤0.01% | 142 |
|
Other funds holding ITB
VMPIC
Lowe Wealth Advisors's ITB Position: Q3 2023 in Review
Lowe Wealth Advisors sold out of iShares US Home Construction ETF (ITB) in Q3 2023, closing a stake of 250 shares — an estimated $21.4K sold.
Lowe Wealth Advisors first reported a position in ITB in Q4 2014 and held it in 35 quarters. The position peaked at $21.4K in Q2 2023. 292 funds tracked by Wall St. Rank hold ITB as of Q3 2023.
- Lowe Wealth Advisors reported no remaining iShares US Home Construction ETF position as of Q3 2023 after selling out during the quarter.
- Lowe Wealth Advisors sold 250 iShares US Home Construction ETF shares in Q3 2023, an estimated $21.4K.
- Lowe Wealth Advisors first reported a position in iShares US Home Construction ETF in Q4 2014 and held it in 35 quarters.
- Lowe Wealth Advisors's iShares US Home Construction ETF position peaked at $21.4K in Q2 2023.
- 292 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2023.
Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.