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

Mascoma Wealth Management’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
-143
Closed -$11.2K – 489
2023
Q3 		$11.2K Buy
+143
New +$12.1K ﹤0.01% 315
2023
Q1 		– Sell
-109
Closed -$6.61K – 610
2022
Q4 		$6.61K Hold
109
– – ﹤0.01% 455
2022
Q3 		$6K Hold
109
– – ﹤0.01% 457
2022
Q2 		$6K Buy
+109
New +$6.23K ﹤0.01% 481

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mascoma Wealth Management's ITB Position: Q4 2023 in Review

Mascoma Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q4 2023, closing a stake of 143 shares — an estimated $11.2K sold.

Mascoma Wealth Management first reported a position in ITB in Q2 2022 and held it in 4 quarters. The position peaked at $11.2K in Q3 2023. 321 funds tracked by Wall St. Rank hold ITB as of Q4 2023.

  • Mascoma Wealth Management reported no remaining iShares US Home Construction ETF position as of Q4 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 143 iShares US Home Construction ETF shares in Q4 2023, an estimated $11.2K.
  • Mascoma Wealth Management first reported a position in iShares US Home Construction ETF in Q2 2022 and held it in 4 quarters.
  • Mascoma Wealth Management's iShares US Home Construction ETF position peaked at $11.2K in Q3 2023.
  • 321 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2023.

Based on Mascoma Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.