Polymer Capital Management’s iShares US Home Construction ETF ITB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,200	Closed	-$971K	–	633
2025 Q1	$971K	Buy	10,200 +2,000	+24%	+$190K	0.25%	59
2024 Q4	$848K	Buy	+8,200	New	+$848K	0.23%	55