Peterson Financial Group’s iShares US Home Construction ETF ITB Stock Holding History

Peterson Financial Group’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	$381	Buy	+3	New	+$348	﹤0.01%	414

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Twin Tree Management Dallas, Texas $5.31B AUM 55.82% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

AWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Peterson Financial Group's ITB Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares US Home Construction ETF (ITB) in Q3 2024: 3 shares worth $381. The stake represents ﹤0.01% of the portfolio and ranks #414 among its holdings.

369 funds tracked by Wall St. Rank hold ITB as of Q3 2024.

Peterson Financial Group held 3 shares of iShares US Home Construction ETF worth $381 as of Q3 2024.
iShares US Home Construction ETF was a new Peterson Financial Group position in Q3 2024.
iShares US Home Construction ETF made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #414 holding.
369 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.