Avior Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History

Avior Wealth Management’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	–	Sell	-2,489	Closed	-$237K	–	737
2025 Q1	$237K	Buy	2,489 +3	+0.1%	+$305	0.01%	613
2024 Q4	$257K	Buy	2,486 +73	+3%	+$8.66K	0.01%	632
2024 Q3	$307K	Buy	2,413 +65	+3%	+$7.53K	0.01%	581
2024 Q2	$237K	Buy	2,348 +2	+0.1%	+$211	0.01%	632
2024 Q1	$272K	Buy	2,346 +1,015	+76%	+$106K	0.01%	615
2023 Q4	$135K	Buy	+1,331	New	+$113K	0.01%	571
2021 Q4	–	Sell	-100	Closed	-$6K	–	1159
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	829
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	805
2021 Q1	$6K	Hold	100	–	–	﹤0.01%	817
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	788
2020 Q3	$5K	Buy	+100	New	+$5.23K	﹤0.01%	749

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

Avior Wealth Management's ITB Position: Q2 2025 in Review

Avior Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q2 2025, closing a stake of 2,489 shares — an estimated $237K sold.

Avior Wealth Management first reported a position in ITB in Q3 2020 and held it in 11 quarters. The position peaked at $307K in Q3 2024. 319 funds tracked by Wall St. Rank hold ITB as of Q2 2025.

Avior Wealth Management reported no remaining iShares US Home Construction ETF position as of Q2 2025 after selling out during the quarter.
Avior Wealth Management sold 2,489 iShares US Home Construction ETF shares in Q2 2025, an estimated $237K.
Avior Wealth Management first reported a position in iShares US Home Construction ETF in Q3 2020 and held it in 11 quarters.
Avior Wealth Management's iShares US Home Construction ETF position peaked at $307K in Q3 2024.
319 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.