Atria Investments’s iShares US Home Construction ETF ITB Stock Holding History

Atria Investments’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	-37,166	Closed	-$3.84M	–	1957
2024 Q4	$3.84M	Buy	37,166 +2,553	+7%	+$303K	0.05%	433
2024 Q3	$4.4M	Sell	34,613 -11,007	-24%	-$1.28M	0.05%	397
2024 Q2	$4.61M	Buy	45,620 +689	+2%	+$72.8K	0.06%	356
2024 Q1	$5.2M	Buy	44,931 +29,097	+184%	+$3.05M	0.07%	329
2023 Q4	$1.61M	Sell	15,834 -7,213	-31%	-$613K	0.02%	681
2023 Q3	$1.81M	Buy	23,047 +391	+2%	+$33.2K	0.03%	604
2023 Q2	$1.94M	Sell	22,656 -608	-3%	-$46.2K	0.03%	568
2023 Q1	$1.64M	Buy	+23,264	New	+$1.57M	0.03%	611
2022 Q1	–	Sell	-15,651	Closed	-$1.3M	–	898
2021 Q4	$1.3M	Buy	+15,651	New	+$1.18M	0.02%	729
2021 Q3	–	Sell	-14,934	Closed	-$1.03M	–	807
2021 Q2	$1.03M	Sell	14,934 -1,704	-10%	-$121K	0.02%	743
2021 Q1	$1.13M	Buy	+16,638	New	+$1.03M	0.03%	662
2020 Q1	–	Sell	-4,578	Closed	-$203K	–	866
2019 Q4	$203K	Sell	4,578 -5,536	-55%	-$247K	0.01%	1148
2019 Q3	$438K	Buy	10,114 +3,333	+49%	+$134K	0.02%	617
2019 Q2	$266K	Buy	+6,781	New	+$256K	0.01%	790

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

Atria Investments's ITB Position: Q1 2025 in Review

Atria Investments sold out of iShares US Home Construction ETF (ITB) in Q1 2025, closing a stake of 37,166 shares — an estimated $3.84M sold.

Atria Investments first reported a position in ITB in Q2 2019 and held it in 14 quarters. The position peaked at $5.2M in Q1 2024. 325 funds tracked by Wall St. Rank hold ITB as of Q1 2025.

Atria Investments reported no remaining iShares US Home Construction ETF position as of Q1 2025 after selling out during the quarter.
Atria Investments sold 37,166 iShares US Home Construction ETF shares in Q1 2025, an estimated $3.84M.
Atria Investments first reported a position in iShares US Home Construction ETF in Q2 2019 and held it in 14 quarters.
Atria Investments's iShares US Home Construction ETF position peaked at $5.2M in Q1 2024.
325 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.