Meridian 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
$1.64M Buy
17,568
+767
+5% +$71.5K 0.07% 230
2025
Q1
$1.6M Buy
16,801
+2,591
+18% +$247K 0.08% 207
2024
Q4
$1.47M Sell
14,210
-1,798
-11% -$186K 0.07% 224
2024
Q3
$2.03M Buy
+16,008
New +$2.03M 0.1% 178
2022
Q2
Sell
-17,849
Closed -$1.06M 569
2022
Q1
$1.06M Sell
17,849
-2,035
-10% -$121K 0.12% 152
2021
Q4
$1.65M Buy
19,884
+841
+4% +$69.7K 0.18% 110
2021
Q3
$1.26M Buy
19,043
+230
+1% +$15.2K 0.16% 129
2021
Q2
$1.3M Buy
+18,813
New +$1.3M 0.17% 119