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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Axxcess Wealth Management's ITB Position: Q1 2026 in Review

Axxcess Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q1 2026, closing a stake of 36,833 shares — an estimated $3.55M sold.

Axxcess Wealth Management first reported a position in ITB in Q4 2021 and held it in 11 quarters. The position peaked at $47.2M in Q1 2024. 324 funds tracked by Wall St. Rank hold ITB as of Q1 2026.

Axxcess Wealth Management reported no remaining iShares US Home Construction ETF position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 36,833 iShares US Home Construction ETF shares in Q1 2026, an estimated $3.55M.
Axxcess Wealth Management first reported a position in iShares US Home Construction ETF in Q4 2021 and held it in 11 quarters.
Axxcess Wealth Management's iShares US Home Construction ETF position peaked at $47.2M in Q1 2024.
324 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.