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

TrinityPoint Wealth’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 		$202K Sell
1,955
-50
-2% -$5.93K 0.03% 322
2024
Q3 		$255K Sell
2,005
-150
-7% -$17.4K 0.04% 287
2024
Q2 		$218K Sell
2,155
-50
-2% -$5.29K 0.03% 294
2024
Q1 		$255K Sell
2,205
-230
-9% -$24.1K 0.04% 267
2023
Q4 		$248K Sell
2,435
-150
-6% -$12.7K 0.04% 264
2023
Q3 		$203K Sell
2,585
-200
-7% -$17K 0.04% 274
2023
Q2 		$238K Buy
+2,785
New +$212K 0.05% 249
2022
Q2 		– Sell
-5,752
Closed -$341K – 295
2022
Q1 		$341K Sell
5,752
-270
-4% -$18.5K 0.06% 228
2021
Q4 		$499K Sell
6,022
-194
-3% -$14.6K 0.09% 187
2021
Q3 		$411K Buy
+6,216
New +$438K 0.08% 201

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

TrinityPoint Wealth's ITB Position: Q4 2024 in Review

TrinityPoint Wealth reduced its iShares US Home Construction ETF (ITB) stake by 2.5% in Q4 2024, selling an estimated $5.93K and leaving 1,955 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #322.

TrinityPoint Wealth first reported a position in ITB in Q3 2021 and has held it in 10 quarters since. The position peaked at $499K in Q4 2021. 362 funds tracked by Wall St. Rank hold ITB as of Q4 2024.

  • TrinityPoint Wealth held 1,955 shares of iShares US Home Construction ETF worth $202K as of Q4 2024.
  • TrinityPoint Wealth sold 50 iShares US Home Construction ETF shares in Q4 2024, an estimated $5.93K.
  • iShares US Home Construction ETF made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #322 holding.
  • TrinityPoint Wealth first reported a position in iShares US Home Construction ETF in Q3 2021 and has held it in 10 quarters since.
  • TrinityPoint Wealth's iShares US Home Construction ETF position peaked at $499K in Q4 2021.
  • 362 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.