Peak Financial Advisors’s iShares US Home Construction ETF ITB Stock Holding History

Peak Financial Advisors’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 Q3	–	Sell	-3,342	Closed	-$338K	–	85
2024 Q2	$338K	Sell	3,342 -3,503	-51%	-$370K	0.19%	67
2024 Q1	$792K	Buy	+6,845	New	+$718K	0.48%	38
2022 Q1	–	Sell	-37,969	Closed	-$3.15M	–	96
2021 Q4	$3.15M	Buy	+37,969	New	+$2.86M	2.43%	12

Other funds holding ITB

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

CAAS

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

Peak Financial Advisors's ITB Position: Q3 2024 in Review

Peak Financial Advisors sold out of iShares US Home Construction ETF (ITB) in Q3 2024, closing a stake of 3,342 shares — an estimated $338K sold.

Peak Financial Advisors first reported a position in ITB in Q4 2021 and held it in 3 quarters. The position peaked at $3.15M in Q4 2021. 369 funds tracked by Wall St. Rank hold ITB as of Q3 2024.

Peak Financial Advisors reported no remaining iShares US Home Construction ETF position as of Q3 2024 after selling out during the quarter.
Peak Financial Advisors sold 3,342 iShares US Home Construction ETF shares in Q3 2024, an estimated $338K.
Peak Financial Advisors first reported a position in iShares US Home Construction ETF in Q4 2021 and held it in 3 quarters.
Peak Financial Advisors's iShares US Home Construction ETF position peaked at $3.15M in Q4 2021.
369 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2024.

Based on Peak Financial Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.