Yahav Achim Ve Achayot - Provident Funds Management Company’s iShares US Home Construction ETF ITB Stock Holding History

Yahav Achim Ve Achayot - Provident Funds Management Company’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 Q1	–	Sell	-14,935	Closed	-$1.52M	–	33
2023 Q4	$1.52M	Sell	14,935 -14,935	-50%	-$1.27M	1.27%	21
2023 Q3	$2.39M	Hold	29,870	–	–	2.07%	13
2023 Q2	$2.54M	Sell	29,870 -1,960	-6%	-$149K	1.95%	15
2023 Q1	$2.18M	Hold	31,830	–	–	2.14%	15
2022 Q4	$1.95M	Hold	31,830	–	–	1.84%	15
2022 Q3	$1.67M	Hold	31,830	–	–	1.62%	18
2022 Q2	$1.66M	Hold	31,830	–	–	1.48%	19
2022 Q1	$1.87M	Hold	31,830	–	–	1.44%	19
2021 Q4	$2.62M	Hold	31,830	–	–	1.89%	19
2021 Q3	$2.11M	Buy	+31,830	New	+$2.24M	1.66%	20

Other funds holding ITB

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Yahav Achim Ve Achayot - Provident Funds Management Company's ITB Position: Q1 2024 in Review

Yahav Achim Ve Achayot - Provident Funds Management Company sold out of iShares US Home Construction ETF (ITB) in Q1 2024, closing a stake of 14,935 shares — an estimated $1.52M sold.

Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in ITB in Q3 2021 and held it in 10 quarters. The position peaked at $2.62M in Q4 2021. 347 funds tracked by Wall St. Rank hold ITB as of Q1 2024.

Yahav Achim Ve Achayot - Provident Funds Management Company reported no remaining iShares US Home Construction ETF position as of Q1 2024 after selling out during the quarter.
Yahav Achim Ve Achayot - Provident Funds Management Company sold 14,935 iShares US Home Construction ETF shares in Q1 2024, an estimated $1.52M.
Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in iShares US Home Construction ETF in Q3 2021 and held it in 10 quarters.
Yahav Achim Ve Achayot - Provident Funds Management Company's iShares US Home Construction ETF position peaked at $2.62M in Q4 2021.
347 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2024.

Based on Yahav Achim Ve Achayot - Provident Funds Management Company's 13F filing for Q1 2024, filed 7 May 2024.