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Planned Solutions’s iShares US Home Construction ETF ITB Stock Holding History

Planned Solutions’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
-1,370
Closed -$174K – 369
2024
Q3 		$174K Buy
+1,370
New +$159K 0.07% 130
2024
Q1 		– Sell
-1,439
Closed -$146K – 310
2023
Q4 		$146K Buy
+1,439
New +$122K 0.07% 123
2021
Q1 		– Sell
-640
Closed -$36K – 233
2020
Q4 		$36K Hold
640
– – 0.03% 239
2020
Q3 		$36K Buy
+640
New +$33.5K 0.04% 182

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Qube Research & Technologies (QRT)
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

Planned Solutions's ITB Position: Q4 2024 in Review

Planned Solutions sold out of iShares US Home Construction ETF (ITB) in Q4 2024, closing a stake of 1,370 shares — an estimated $174K sold.

Planned Solutions first reported a position in ITB in Q3 2020 and held it in 4 quarters. The position peaked at $174K in Q3 2024. 362 funds tracked by Wall St. Rank hold ITB as of Q4 2024.

  • Planned Solutions reported no remaining iShares US Home Construction ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,370 iShares US Home Construction ETF shares in Q4 2024, an estimated $174K.
  • Planned Solutions first reported a position in iShares US Home Construction ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's iShares US Home Construction ETF position peaked at $174K in Q3 2024.
  • 362 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.