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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