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

Sugarloaf 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 Q4	$5.77K	Sell	56 -50	-47%	-$5.93K	﹤0.01%	560
2024 Q3	$13.4K	Hold	106	–	–	﹤0.01%	465
2024 Q2	$10.7K	Hold	106	–	–	﹤0.01%	470
2024 Q1	$12.2K	Buy	106 +1	+1%	+$105	﹤0.01%	462
2023 Q4	$10.7K	Hold	105	–	–	﹤0.01%	483
2023 Q3	$8.25K	Hold	105	–	–	﹤0.01%	486
2023 Q2	$8.98K	Buy	105 +1	+1%	+$76	﹤0.01%	486
2023 Q1	$7.38K	Sell	104 -1	-1%	-$68	﹤0.01%	505
2022 Q4	$6.35K	Hold	105	–	–	﹤0.01%	551
2022 Q3	$6K	Hold	105	–	–	﹤0.01%	589
2022 Q2	$5K	Buy	105 +1	+1%	+$57	﹤0.01%	607
2022 Q1	$6K	Hold	104	–	–	﹤0.01%	550
2021 Q4	$9K	Hold	104	–	–	﹤0.01%	520
2021 Q3	$7K	Hold	104	–	–	﹤0.01%	560
2021 Q2	$7K	Sell	104 -6,783	-98%	-$481K	﹤0.01%	559
2021 Q1	$7	Buy	6,887 +6,500	+1,680%	+$401K	﹤0.01%	546
2020 Q4	$22K	Buy	387 +1	+0.3%	+$56	0.01%	365
2020 Q3	$22K	Hold	386	–	–	0.01%	341
2020 Q2	$17K	Sell	386 -253	-40%	-$9.69K	0.01%	376
2020 Q1	$18K	Buy	639 +2	+0.3%	+$86	0.01%	347
2019 Q4	$28K	Buy	+637	New	+$28.4K	0.01%	320

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

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

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

Sugarloaf Wealth Management's ITB Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares US Home Construction ETF (ITB) stake by 47% in Q4 2024, selling an estimated $5.93K and leaving 56 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Sugarloaf Wealth Management first reported a position in ITB in Q4 2019 and has held it in 21 quarters since. The position peaked at $28K in Q4 2019. 362 funds tracked by Wall St. Rank hold ITB as of Q4 2024.

Sugarloaf Wealth Management held 56 shares of iShares US Home Construction ETF worth $5.77K as of Q4 2024.
Sugarloaf Wealth Management sold 50 iShares US Home Construction ETF shares in Q4 2024, an estimated $5.93K.
iShares US Home Construction ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #560 holding.
Sugarloaf Wealth Management first reported a position in iShares US Home Construction ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's iShares US Home Construction ETF position peaked at $28K in Q4 2019.
362 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.