WESPAC Advisors SoCal’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
Q1 | – | Sell |
-68,907
| Closed | -$7.12M | – | 108 |
|
|
2024
Q4 | $7.12M | Buy |
68,907
+3,808
| +6% | +$394K | 1.61% | 23 |
|
|
2024
Q3 | $8.27M | Buy |
65,099
+18,301
| +39% | +$2.33M | 1.91% | 22 |
|
|
2024
Q2 | $4.73M | Buy |
46,798
+8,900
| +23% | +$899K | 1.19% | 30 |
|
|
2024
Q1 | $4.39M | Buy |
37,898
+4,605
| +14% | +$533K | 1.15% | 32 |
|
|
2023
Q4 | $3.39M | Buy |
+33,293
| New | +$3.39M | 0.99% | 33 |
|