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

Atria Wealth Solutions’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 Q2	$249K	Sell	2,671 -532	-17%	-$48.6K	0.01%	1253
2025 Q1	$305K	Sell	3,203 -10,336	-76%	-$1.05M	﹤0.01%	1453
2024 Q4	$1.4M	Sell	13,539 -45	-0.3%	-$5.34K	0.02%	789
2024 Q3	$1.73M	Sell	13,584 -3,114	-19%	-$361K	0.02%	689
2024 Q2	$1.69M	Buy	16,698 +1,873	+13%	+$198K	0.02%	691
2024 Q1	$1.72M	Buy	14,825 +3,876	+35%	+$406K	0.02%	691
2023 Q4	$1.11M	Buy	10,949 +5,271	+93%	+$448K	0.01%	820
2023 Q3	$447K	Sell	5,678 -5,510	-49%	-$468K	0.01%	1181
2023 Q2	$956K	Buy	11,188 +1,866	+20%	+$142K	0.01%	851
2023 Q1	$655K	Sell	9,322 -6,114	-40%	-$413K	0.01%	989
2022 Q4	$935K	Buy	15,436 +6,332	+70%	+$366K	0.02%	779
2022 Q3	$474K	Buy	9,104 +796	+10%	+$45.9K	0.01%	1052
2022 Q2	$436K	Sell	8,308 -2,277	-22%	-$130K	0.01%	1044
2022 Q1	$627K	Buy	+10,585	New	+$725K	0.01%	937

Other funds holding ITB

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

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

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

CAAS

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

AWM

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

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

Atria Wealth Solutions's ITB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares US Home Construction ETF (ITB) stake by 17% in Q2 2025, selling an estimated $48.6K and leaving 2,671 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #1253.

Atria Wealth Solutions first reported a position in ITB in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.73M in Q3 2024. 318 funds tracked by Wall St. Rank hold ITB as of Q2 2025.

Atria Wealth Solutions held 2,671 shares of iShares US Home Construction ETF worth $249K as of Q2 2025.
Atria Wealth Solutions sold 532 iShares US Home Construction ETF shares in Q2 2025, an estimated $48.6K.
iShares US Home Construction ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1253 holding.
Atria Wealth Solutions first reported a position in iShares US Home Construction ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares US Home Construction ETF position peaked at $1.73M in Q3 2024.
318 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.