Arete Wealth Advisors’s iShares US Home Construction ETF ITB Stock Holding History

Arete Wealth Advisors’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
2025 Q1	–	Sell	-3,849	Closed	-$398K	–	758
2024 Q4	$398K	Buy	+3,849	New	+$457K	0.03%	476
2022 Q4	–	Sell	-6,809	Closed	-$354K	–	668
2022 Q3	$354K	Buy	6,809 +62	+0.9%	+$3.57K	0.03%	363
2022 Q2	$355K	Sell	6,747 -295	-4%	-$16.9K	0.04%	306
2022 Q1	$417K	Sell	7,042 -121	-2%	-$8.29K	0.03%	317
2021 Q4	$594K	Buy	7,163 +382	+6%	+$28.8K	0.05%	257
2021 Q3	$449K	Buy	+6,781	New	+$478K	0.05%	271
2021 Q2	–	Sell	-3,225	Closed	-$219K	–	405
2021 Q1	$219K	Buy	+3,225	New	+$199K	0.03%	376

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SAM

Scopus Asset Management New York $7.11B AUM 32.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Arete Wealth Advisors's ITB Position: Q1 2025 in Review

Arete Wealth Advisors sold out of iShares US Home Construction ETF (ITB) in Q1 2025, closing a stake of 3,849 shares — an estimated $398K sold.

Arete Wealth Advisors first reported a position in ITB in Q1 2021 and held it in 7 quarters. The position peaked at $594K in Q4 2021. 324 funds tracked by Wall St. Rank hold ITB as of Q1 2025.

Arete Wealth Advisors reported no remaining iShares US Home Construction ETF position as of Q1 2025 after selling out during the quarter.
Arete Wealth Advisors sold 3,849 iShares US Home Construction ETF shares in Q1 2025, an estimated $398K.
Arete Wealth Advisors first reported a position in iShares US Home Construction ETF in Q1 2021 and held it in 7 quarters.
Arete Wealth Advisors's iShares US Home Construction ETF position peaked at $594K in Q4 2021.
324 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.