Marks Wealth
ITB icon

Marks Wealth’s iShares US Home Construction ETF ITB Stock Holding History

Marks Wealth’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
Q4 		– Sell
-88,208
Closed -$11.2M – 19
2024
Q3 		$11.2M Buy
+88,208
New +$10.2M 4.81% 12

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Marks Wealth's ITB Position: Q4 2024 in Review

Marks Wealth sold out of iShares US Home Construction ETF (ITB) in Q4 2024, closing a stake of 88,208 shares — an estimated $11.2M sold.

Marks Wealth first reported a position in ITB in Q3 2024 and held it in 1 quarter. The position peaked at $11.2M in Q3 2024. 365 funds tracked by Wall St. Rank hold ITB as of Q4 2024.

  • Marks Wealth reported no remaining iShares US Home Construction ETF position as of Q4 2024 after selling out during the quarter.
  • Marks Wealth sold 88,208 iShares US Home Construction ETF shares in Q4 2024, an estimated $11.2M.
  • Marks Wealth first reported a position in iShares US Home Construction ETF in Q3 2024 and held it in 1 quarter.
  • Marks Wealth's iShares US Home Construction ETF position peaked at $11.2M in Q3 2024.
  • 365 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2024.

Based on Marks Wealth's 13F filing for Q4 2024, filed 17 Jan 2025.