Avantax Advisory Services’s iShares US Home Construction ETF ITB Stock Holding History

Avantax Advisory Services’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	$250K	Sell	2,686 -2	-0.1%	-$183	﹤0.01%	2053
2025 Q1	$256K	Buy	+2,688	New	+$273K	﹤0.01%	1942
2024 Q4	–	Sell	-1,734	Closed	-$220K	–	2228
2024 Q3	$220K	Sell	1,734 -486	-22%	-$56.3K	﹤0.01%	1955
2024 Q2	$224K	Sell	2,220 -722	-25%	-$76.3K	﹤0.01%	1891
2024 Q1	$341K	Buy	+2,942	New	+$309K	﹤0.01%	1233
2021 Q3	–	Sell	-4,089	Closed	-$284K	–	1205
2021 Q2	$284K	Buy	4,089 +166	+4%	+$11.8K	0.01%	927
2021 Q1	$270K	Buy	+3,923	New	+$242K	0.01%	853
2020 Q4	–	Sell	-3,950	Closed	-$224K	–	1141
2020 Q3	$224K	Buy	+3,950	New	+$207K	﹤0.01%	1170

Other funds holding ITB

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 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 $2.68B AUM 24.27% 1-Year Est. Return

Avantax Advisory Services's ITB Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares US Home Construction ETF (ITB) stake by 0.07% in Q2 2025, selling an estimated $183 and leaving 2,686 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

Avantax Advisory Services first reported a position in ITB in Q3 2020 and has held it in 8 quarters since. The position peaked at $341K in Q1 2024. 318 funds tracked by Wall St. Rank hold ITB as of Q2 2025.

Avantax Advisory Services held 2,686 shares of iShares US Home Construction ETF worth $250K as of Q2 2025.
Avantax Advisory Services sold 2 iShares US Home Construction ETF shares in Q2 2025, an estimated $183.
iShares US Home Construction ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2053 holding.
Avantax Advisory Services first reported a position in iShares US Home Construction ETF in Q3 2020 and has held it in 8 quarters since.
Avantax Advisory Services's iShares US Home Construction ETF position peaked at $341K in Q1 2024.
318 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.