Mivtachim The Workers Social Insurance Fund’s iShares US Home Construction ETF ITB Stock Holding History

Mivtachim The Workers Social Insurance Fund’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	-54,500	Closed	-$6.93M	–	36
2024 Q3	$6.93M	Buy	+54,500	New	+$6.32M	0.95%	28
2024 Q1	–	Sell	-23,434	Closed	-$2.38M	–	41
2023 Q4	$2.38M	Buy	+23,434	New	+$1.99M	0.19%	30
2023 Q3	–	Sell	-31,355	Closed	-$2.68M	–	40
2023 Q2	$2.68M	Buy	+31,355	New	+$2.38M	0.24%	33
2021 Q3	–	Sell	-265,000	Closed	-$18.3M	–	41
2021 Q2	$18.3M	Buy	+265,000	New	+$18.8M	0.62%	29
2020 Q4	–	Sell	-898,000	Closed	-$50.9M	–	39
2020 Q3	$50.9M	Buy	898,000 +196,000	+28%	+$10.2M	2.11%	11
2020 Q2	$31M	Hold	702,000	–	–	1.19%	17
2020 Q1	$20.3M	Buy	+702,000	New	+$30.1M	0.84%	19
2019 Q4	–	Sell	-933,950	Closed	-$40.4M	–	22
2019 Q3	$40.4M	Buy	+933,950	New	+$37.4M	1.63%	9
2016 Q2	–	Sell	-1,768,600	Closed	-$47.9M	–	28
2016 Q1	$47.9M	Sell	1,768,600 -185,400	-9%	-$4.56M	3.5%	6
2015 Q4	$53M	Hold	1,954,000	–	–	3.99%	6
2015 Q3	$51M	Hold	1,954,000	–	–	4.95%	5
2015 Q2	$53.7M	Buy	1,954,000 +384,000	+24%	+$10.4M	5.03%	5
2015 Q1	$44.4M	Buy	+1,570,000	New	+$41.9M	3.57%	7

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Mivtachim The Workers Social Insurance Fund's ITB Position: Q4 2024 in Review

Mivtachim The Workers Social Insurance Fund sold out of iShares US Home Construction ETF (ITB) in Q4 2024, closing a stake of 54,500 shares — an estimated $6.93M sold.

Mivtachim The Workers Social Insurance Fund first reported a position in ITB in Q1 2015 and held it in 13 quarters. The position peaked at $53.7M in Q2 2015. 362 funds tracked by Wall St. Rank hold ITB as of Q4 2024.

Mivtachim The Workers Social Insurance Fund reported no remaining iShares US Home Construction ETF position as of Q4 2024 after selling out during the quarter.
Mivtachim The Workers Social Insurance Fund sold 54,500 iShares US Home Construction ETF shares in Q4 2024, an estimated $6.93M.
Mivtachim The Workers Social Insurance Fund first reported a position in iShares US Home Construction ETF in Q1 2015 and held it in 13 quarters.
Mivtachim The Workers Social Insurance Fund's iShares US Home Construction ETF position peaked at $53.7M in Q2 2015.
362 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2024.

Based on Mivtachim The Workers Social Insurance Fund's 13F filing for Q4 2024, filed 21 Jan 2025.