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Bogart Wealth LLC’s iShares US Home Construction ETF ITB Stock Holding History

Bogart Wealth LLC’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 		$9.4K Buy
+90
New +$8.54K ﹤0.01% 1020
2022
Q4 		– Sell
-50
Closed -$3K – 1127
2022
Q3 		$3K Buy
+50
New +$2.88K ﹤0.01% 777

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bogart Wealth LLC's ITB Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in iShares US Home Construction ETF (ITB) in Q2 2026: 90 shares worth $9.4K. The stake represents ﹤0.01% of the portfolio and ranks #1020 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in ITB as recently as Q3 2022.

Bogart Wealth LLC first reported a position in ITB in Q3 2022 and has held it in 2 quarters since. 347 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

  • Bogart Wealth LLC held 90 shares of iShares US Home Construction ETF worth $9.4K as of Q2 2026.
  • iShares US Home Construction ETF was a new Bogart Wealth LLC position in Q2 2026.
  • iShares US Home Construction ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1020 holding.
  • Bogart Wealth LLC first reported a position in iShares US Home Construction ETF in Q3 2022 and has held it in 2 quarters since.
  • 347 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.