Lyell Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Buy |
6,983
+2,233
| +47% | +$208K | 0.05% | 141 |
|
|
2025
Q1 | $452K | Buy |
4,750
+370
| +8% | +$35.2K | 0.04% | 151 |
|
|
2024
Q4 | $453K | Buy |
4,380
+1,282
| +41% | +$133K | 0.04% | 145 |
|
|
2024
Q3 | $394K | Buy |
3,098
+10
| +0.3% | +$1.27K | 0.04% | 158 |
|
|
2024
Q2 | $312K | Buy |
3,088
+10
| +0.3% | +$1.01K | 0.03% | 167 |
|
|
2024
Q1 | $356K | Sell |
3,078
-407
| -12% | -$47.1K | 0.04% | 159 |
|
|
2023
Q4 | $355K | Buy |
3,485
+200
| +6% | +$20.3K | 0.04% | 152 |
|
|
2023
Q3 | $258K | Hold |
3,285
| – | – | 0.03% | 156 |
|
|
2023
Q2 | $281K | Buy |
3,285
+10
| +0.3% | +$854 | 0.04% | 162 |
|
|
2023
Q1 | $230K | Buy |
+3,275
| New | +$230K | 0.03% | 184 |
|