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

Western 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	–	Sell	-1,688	Closed	-$215K	–	704
2024 Q3	$215K	Buy	+1,688	New	+$196K	0.01%	697
2023 Q3	–	Sell	-2,858	Closed	-$244K	–	669
2023 Q2	$244K	Buy	+2,858	New	+$217K	0.02%	559
2022 Q4	–	Sell	-3,966	Closed	-$207K	–	701
2022 Q3	$207K	Hold	3,966	–	–	0.01%	742
2022 Q2	$208K	Sell	3,966 -3,436	-46%	-$196K	0.01%	730
2022 Q1	$438K	Buy	7,402 +3,511	+90%	+$241K	0.02%	566
2021 Q4	$323K	Buy	+3,891	New	+$293K	0.03%	446
2021 Q2	$359K	Buy	5,197 +744	+17%	+$52.7K	0.04%	445
2021 Q1	$302K	Hold	4,453	–	–	0.04%	398
2020 Q4	$248K	Sell	4,453 -600	-12%	-$33.8K	0.04%	396
2020 Q3	$286K	Buy	5,053 +500	+11%	+$26.1K	0.05%	344
2020 Q2	$201K	Buy	+4,553	New	+$174K	0.04%	396
2020 Q1	–	Sell	-4,553	Closed	-$202K	–	394
2019 Q4	$202K	Buy	+4,553	New	+$203K	0.03%	388

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

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

Western Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q4 2024, closing a stake of 1,688 shares — an estimated $215K sold.

Western Wealth Management first reported a position in ITB in Q4 2019 and held it in 12 quarters. The position peaked at $438K in Q1 2022. 362 funds tracked by Wall St. Rank hold ITB as of Q4 2024.

Western Wealth Management reported no remaining iShares US Home Construction ETF position as of Q4 2024 after selling out during the quarter.
Western Wealth Management sold 1,688 iShares US Home Construction ETF shares in Q4 2024, an estimated $215K.
Western Wealth Management first reported a position in iShares US Home Construction ETF in Q4 2019 and held it in 12 quarters.
Western Wealth Management's iShares US Home Construction ETF position peaked at $438K in Q1 2022.
362 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2024.

Based on Western Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.