SFG Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History

SFG Wealth Management’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 Q2	–	Sell	-1,736	Closed	-$201K	–	97
2024 Q1	$201K	Buy	+1,736	New	+$182K	0.12%	93
2023 Q3	–	Sell	-2,522	Closed	-$215K	–	101
2023 Q2	$215K	Sell	2,522 -1,184	-32%	-$90K	0.18%	90
2023 Q1	$260K	Sell	3,706 -85	-2%	-$5.74K	0.29%	62
2022 Q4	$230K	Sell	3,791 -148	-4%	-$8.54K	0.28%	68
2022 Q3	$205K	Hold	3,939	–	–	0.28%	72
2022 Q2	$207K	Hold	3,939	–	–	0.24%	77
2022 Q1	$233K	Hold	3,939	–	–	0.22%	79
2021 Q4	$327K	Buy	+3,939	New	+$297K	0.29%	67

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SFG Wealth Management's ITB Position: Q2 2024 in Review

SFG Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q2 2024, closing a stake of 1,736 shares — an estimated $201K sold.

SFG Wealth Management first reported a position in ITB in Q4 2021 and held it in 8 quarters. The position peaked at $327K in Q4 2021. 322 funds tracked by Wall St. Rank hold ITB as of Q2 2024.

SFG Wealth Management reported no remaining iShares US Home Construction ETF position as of Q2 2024 after selling out during the quarter.
SFG Wealth Management sold 1,736 iShares US Home Construction ETF shares in Q2 2024, an estimated $201K.
SFG Wealth Management first reported a position in iShares US Home Construction ETF in Q4 2021 and held it in 8 quarters.
SFG Wealth Management's iShares US Home Construction ETF position peaked at $327K in Q4 2021.
322 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2024.

Based on SFG Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.