Number of Shares
54,211.00
Current Holdings Value*
$5.05 Mil
% of Portfolio
2.62%
Total Estimate Gain
$1.44 Mil
% of Total Estimate Gain
31.23%

FOCUS Wealth Advisors, LLC's iShares U.S. Home Construction ETF Holding Summary

As of 2025-06-30, FOCUS Wealth Advisors, LLC held 54,211.00 shares of iShares U.S. Home Construction ETF(ITB), totaling $5.05 Mil. This investment constitutes 2.62% of their stock portfolio, and FOCUS Wealth Advisors, LLC now holds 0.23% of the outstanding iShares U.S. Home Construction ETF(ITB) stock.

The initial trade took place in 2023Q2. And since then FOCUS Wealth Advisors, LLC has made 3 purchases of ITB, at an average price of $77.69, for a total of 59,295.00 shares. In addition, there have been 6 sales at an average price of $98.51 for 5,084.00 shares. Based on historical transaction data and ITB's current price of $102.28, FOCUS Wealth Advisors, LLC's estimated gain on his ITB holdings is $1.44 Mil, reflecting a 31.23% gain to date.

FOCUS Wealth Advisors, LLC ITB ($102.28) Holding Chart

FOCUS Wealth Advisors, LLC ITB ($102.28) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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