United Capital Financial Advisors’s iShares US Home Construction ETF ITB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Sell |
5,890
-255
| -4% | -$23.8K | ﹤0.01% | 748 |
|
|
2025
Q1 | $585K | Sell |
6,145
-130
| -2% | -$12.4K | 0.01% | 694 |
|
|
2024
Q4 | $649K | Buy |
6,275
+630
| +11% | +$65.1K | 0.01% | 658 |
|
|
2024
Q3 | $717K | Sell |
5,645
-309
| -5% | -$39.3K | 0.01% | 624 |
|
|
2024
Q2 | $602K | Sell |
5,954
-373
| -6% | -$37.7K | 0.01% | 654 |
|
|
2024
Q1 | $733K | Sell |
6,327
-1,567
| -20% | -$181K | 0.01% | 635 |
|
|
2023
Q4 | $803K | Sell |
7,894
-2,823
| -26% | -$287K | 0.01% | 599 |
|
|
2023
Q3 | $841K | Sell |
10,717
-440
| -4% | -$34.5K | 0.01% | 550 |
|
|
2023
Q2 | $953K | Sell |
11,157
-2,445
| -18% | -$209K | 0.01% | 559 |
|
|
2023
Q1 | $956K | Sell |
13,602
-820
| -6% | -$57.6K | 0.01% | 587 |
|
|
2022
Q4 | $874K | Sell |
14,422
-187
| -1% | -$11.3K | ﹤0.01% | 642 |
|
|
2022
Q3 | $760K | Sell |
14,609
-7,764
| -35% | -$404K | ﹤0.01% | 670 |
|
|
2022
Q2 | $1.18M | Sell |
22,373
-387,491
| -95% | -$20.4M | 0.01% | 605 |
|
|
2022
Q1 | $24.3M | Buy |
409,864
+2,439
| +0.6% | +$145K | 0.12% | 169 |
|
|
2021
Q4 | $33.8M | Buy |
407,425
+272
| +0.1% | +$22.6K | 0.16% | 135 |
|
|
2021
Q3 | $26.9M | Buy |
407,153
+6,788
| +2% | +$449K | 0.13% | 155 |
|
|
2021
Q2 | $27.7M | Buy |
400,365
+4,598
| +1% | +$318K | 0.14% | 154 |
|
|
2021
Q1 | $26.9M | Buy |
395,767
+12,872
| +3% | +$874K | 0.15% | 152 |
|
|
2020
Q4 | $21.4M | Buy |
382,895
+5,220
| +1% | +$291K | 0.13% | 169 |
|
|
2020
Q3 | $21.4M | Buy |
377,675
+13,577
| +4% | +$769K | 0.14% | 163 |
|
|
2020
Q2 | $16.1M | Buy |
364,098
+4,094
| +1% | +$181K | 0.12% | 187 |
|
|
2020
Q1 | $10.4M | Buy |
360,004
+16,369
| +5% | +$474K | 0.09% | 228 |
|
|
2019
Q4 | $15.3M | Sell |
343,635
-930
| -0.3% | -$41.3K | 0.1% | 239 |
|
|
2019
Q3 | $14.9M | Sell |
344,565
-8,924
| -3% | -$386K | 0.1% | 233 |
|
|
2019
Q2 | $13.5M | Buy |
353,489
+1,734
| +0.5% | +$66.3K | 0.09% | 243 |
|
|
2019
Q1 | $12.4M | Buy |
351,755
+28,469
| +9% | +$1M | 0.09% | 256 |
|
|
2018
Q4 | $9.71M | Sell |
323,286
-8,384
| -3% | -$252K | 0.08% | 260 |
|
|
2018
Q3 | $11.7M | Buy |
331,670
+10,007
| +3% | +$354K | 0.08% | 262 |
|
|
2018
Q2 | $12.3M | Buy |
321,663
+11,891
| +4% | +$454K | 0.09% | 256 |
|
|
2018
Q1 | $12.2M | Sell |
309,772
-412,457
| -57% | -$16.3M | 0.09% | 248 |
|
|
2017
Q4 | $31.6M | Buy |
722,229
+421,470
| +140% | +$18.4M | 0.25% | 92 |
|
|
2017
Q3 | $11M | Buy |
300,759
+281,202
| +1,438% | +$10.3M | 0.09% | 260 |
|
|
2017
Q2 | $664K | Hold |
19,557
| – | – | 0.01% | 863 |
|
|
2017
Q1 | $625K | Buy |
19,557
+209
| +1% | +$6.68K | 0.01% | 865 |
|
|
2016
Q4 | $532K | Hold |
19,348
| – | – | 0.01% | 925 |
|
|
2016
Q3 | $533K | Buy |
19,348
+146
| +0.8% | +$4.02K | 0.01% | 952 |
|
|
2016
Q2 | $538K | Buy |
19,202
+50
| +0.3% | +$1.4K | 0.01% | 892 |
|
|
2016
Q1 | $519K | Sell |
19,152
-2,815
| -13% | -$76.3K | 0.01% | 865 |
|
|
2015
Q4 | $595K | Sell |
21,967
-332,226
| -94% | -$9M | 0.01% | 846 |
|
|
2015
Q3 | $9.24M | Buy |
354,193
+289,984
| +452% | +$7.57M | 0.11% | 204 |
|
|
2015
Q2 | $1.76M | Buy |
64,209
+42,351
| +194% | +$1.16M | 0.02% | 597 |
|
|
2015
Q1 | $567K | Buy |
21,858
+3,706
| +20% | +$96.1K | 0.01% | 861 |
|
|
2014
Q4 | $470K | Buy |
18,152
+1,152
| +7% | +$29.8K | 0.01% | 843 |
|
|
2014
Q3 | $382K | Sell |
17,000
-49
| -0.3% | -$1.1K | 0.01% | 865 |
|
|
2014
Q2 | $423K | Sell |
17,049
-1,200
| -7% | -$29.8K | 0.01% | 710 |
|
|
2014
Q1 | $442K | Buy |
+18,249
| New | +$442K | 0.01% | 658 |
|