SFPG
Stonebridge Financial Planning Group’s iShares US Home Construction ETF ITB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $825K | Sell |
8,850
-5,831
| -40% | -$543K | 0.34% | 85 |
|
2025
Q1 | $1.4M | Sell |
14,681
-425
| -3% | -$40.5K | 0.64% | 49 |
|
2024
Q4 | $1.56M | Buy |
15,106
+756
| +5% | +$78.2K | 0.7% | 44 |
|
2024
Q3 | $1.82M | Buy |
14,350
+96
| +0.7% | +$12.2K | 0.87% | 35 |
|
2024
Q2 | $1.44M | Buy |
14,254
+7,417
| +108% | +$750K | 0.72% | 42 |
|
2024
Q1 | $792K | Buy |
+6,837
| New | +$792K | 0.42% | 68 |
|