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SMI Advisory Services’s iShares US Home Construction ETF ITB Stock Holding History

SMI Advisory Services’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
-42,230
Closed -$5.22M – 55
2024
Q3 		$5.22M Buy
+42,230
New +$4.89M 1.16% 24
2024
Q2 		– Sell
-41,711
Closed -$4.66M – 66
2024
Q1 		$4.66M Sell
41,711
-7,893
-16% -$828K 1.31% 19
2023
Q4 		$5.07M Buy
+49,604
New +$4.21M 1.28% 17

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

SMI Advisory Services's ITB Position: Q4 2024 in Review

SMI Advisory Services sold out of iShares US Home Construction ETF (ITB) in Q4 2024, closing a stake of 42,230 shares — an estimated $5.22M sold.

SMI Advisory Services first reported a position in ITB in Q4 2023 and held it in 3 quarters. The position peaked at $5.22M in Q3 2024. 362 funds tracked by Wall St. Rank hold ITB as of Q4 2024.

  • SMI Advisory Services reported no remaining iShares US Home Construction ETF position as of Q4 2024 after selling out during the quarter.
  • SMI Advisory Services sold 42,230 iShares US Home Construction ETF shares in Q4 2024, an estimated $5.22M.
  • SMI Advisory Services first reported a position in iShares US Home Construction ETF in Q4 2023 and held it in 3 quarters.
  • SMI Advisory Services's iShares US Home Construction ETF position peaked at $5.22M in Q3 2024.
  • 362 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2024.

Based on SMI Advisory Services's 13F filing for Q4 2024, filed 17 Jan 2025.