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

Axxcess 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
2026 Q2	$2.13M	Buy	+20,355	New	+$1.93M	0.03%	383
2026 Q1	–	Sell	-36,833	Closed	-$3.55M	–	698
2025 Q4	$3.55M	Sell	36,833 -6,683	-15%	-$675K	0.06%	268
2025 Q3	$4.67M	Sell	43,516 -363,961	-89%	-$38.3M	0.1%	169
2025 Q2	$38M	Buy	407,477 +41,820	+11%	+$3.82M	0.89%	25
2025 Q1	$34.8M	Buy	365,657 +9,444	+3%	+$960K	0.92%	22
2024 Q4	$36.8M	Buy	356,213 +9,488	+3%	+$1.13M	0.88%	22
2024 Q3	$44.1M	Sell	346,725 -71,207	-17%	-$8.25M	1.08%	19
2024 Q2	$42.2M	Buy	417,932 +10,173	+2%	+$1.08M	1.12%	18
2024 Q1	$47.2M	Sell	407,759 -20,770	-5%	-$2.18M	1.29%	13
2023 Q4	$43.6M	Sell	428,529 -11,715	-3%	-$995K	1.27%	13
2023 Q3	$34.6M	Buy	+440,244	New	+$37.4M	1.18%	13
2022 Q1	–	Sell	-15,144	Closed	-$1.26M	–	675
2021 Q4	$1.26M	Buy	+15,144	New	+$1.14M	0.09%	175

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Axxcess Wealth Management's ITB Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares US Home Construction ETF (ITB) in Q2 2026: 20,355 shares worth $2.13M. The stake represents 0.03% of the portfolio and ranks #383 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ITB as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ITB in Q4 2021 and has held it in 12 quarters since. The position peaked at $47.2M in Q1 2024. 346 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

Axxcess Wealth Management held 20,355 shares of iShares US Home Construction ETF worth $2.13M as of Q2 2026.
iShares US Home Construction ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares US Home Construction ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #383 holding.
Axxcess Wealth Management first reported a position in iShares US Home Construction ETF in Q4 2021 and has held it in 12 quarters since.
Axxcess Wealth Management's iShares US Home Construction ETF position peaked at $47.2M in Q1 2024.
346 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.