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MWM
MinichMacGregor Wealth Management’s
iShares US Home Construction ETF
ITB
Stock Holding History
MinichMacGregor Wealth Management’s Portfolio
ITB Stock Details
ITB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-174,088
Closed
-$18M
–
135
2024
Q4
$18M
Buy
174,088
+132
+0.1%
+$15.7K
3.74%
4
2024
Q3
$22.1M
Sell
173,956
-2,733
-2%
-$317K
4.74%
3
2024
Q2
$17.9M
Sell
176,689
-1,895
-1%
-$200K
4.36%
3
2024
Q1
$20.4M
Sell
178,584
-31,640
-15%
-$3.32M
5.2%
3
2023
Q4
$21.4M
Sell
210,224
-28,324
-12%
-$2.41M
6.18%
3
2023
Q3
$18.7M
Sell
238,548
-13,134
-5%
-$1.12M
6.2%
2
2023
Q2
$21.5M
Buy
251,682
+112,967
+81%
+$8.59M
6.72%
1
2023
Q1
$9.75M
Buy
138,715
+138,705
+1,387,050%
+$9.37M
3.23%
8
2022
Q4
$606
Buy
+10
New
+$577
﹤0.01%
662
2022
Q1
–
Sell
-148,115
Closed
-$12.3M
–
94
2021
Q4
$12.3M
Buy
148,115
+2,760
+2%
+$208K
3.74%
5
2021
Q3
$9.62M
Buy
145,355
+9
+0%
+$634
3.24%
12
2021
Q2
$10.1M
Sell
145,346
-6,890
-5%
-$488K
3.53%
11
2021
Q1
$10.3M
Sell
152,236
-4,155
-3%
-$256K
3.86%
7
2020
Q4
$8.73M
Buy
156,391
+13,630
+10%
+$768K
3.56%
10
2020
Q3
$8.09M
Buy
142,761
+38,433
+37%
+$2.01M
3.82%
7
2020
Q2
$4.61M
Buy
+104,328
New
+$4M
2.55%
12
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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