Clifford Swan Investment Counsel’s iShares US Home Construction ETF ITB Stock Holding History

Clifford Swan Investment Counsel’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	$875K	Sell	8,377 -50	-0.6%	-$4.74K	0.03%	183
2026 Q1	$763K	Hold	8,427	–	–	0.03%	182
2025 Q4	$812K	Sell	8,427 -510	-6%	-$51.5K	0.03%	186
2025 Q3	$958K	Buy	8,937 +510	+6%	+$53.7K	0.03%	181
2025 Q2	$785K	Hold	8,427	–	–	0.03%	189
2025 Q1	$802K	Hold	8,427	–	–	0.03%	185
2024 Q4	$871K	Hold	8,427	–	–	0.03%	182
2024 Q3	$1.07M	Buy	8,427 +200	+2%	+$23.2K	0.04%	177
2024 Q2	$831K	Buy	8,227 +3	+0%	+$317	0.03%	182
2024 Q1	$952K	Sell	8,224 -715	-8%	-$75K	0.04%	178
2023 Q4	$909K	Hold	8,939	–	–	0.04%	179
2023 Q3	$702K	Hold	8,939	–	–	0.03%	190
2023 Q2	$764K	Hold	8,939	–	–	0.03%	187
2023 Q1	$628K	Sell	8,939 -48	-0.5%	-$3.24K	0.03%	198
2022 Q4	$545K	Hold	8,987	–	–	0.02%	206
2022 Q3	$468K	Sell	8,987 -6,752	-43%	-$389K	0.02%	214
2022 Q2	$826K	Hold	15,739	–	–	0.04%	184
2022 Q1	$933K	Buy	15,739 +609	+4%	+$41.7K	0.03%	185
2021 Q4	$1.25M	Hold	15,130	–	–	0.04%	172
2021 Q3	$1.1M	Hold	15,130	–	–	0.04%	181
2021 Q2	$1.08M	Hold	15,130	–	–	0.04%	178
2021 Q1	$1.03M	Hold	15,130	–	–	0.04%	175
2020 Q4	$844K	Hold	15,130	–	–	0.04%	190
2020 Q3	$857K	Sell	15,130 -800	-5%	-$41.8K	0.04%	178
2020 Q2	$703K	Hold	15,930	–	–	0.04%	184
2020 Q1	$461K	Hold	15,930	–	–	0.03%	202
2019 Q4	$708K	Hold	15,930	–	–	0.03%	191
2019 Q3	$690K	Hold	15,930	–	–	0.04%	184
2019 Q2	$609K	Sell	15,930 -600	-4%	-$22.7K	0.03%	191
2019 Q1	$583K	Sell	16,530 -320	-2%	-$10.9K	0.03%	195
2018 Q4	$506K	Sell	16,850 -490	-3%	-$15.4K	0.03%	201
2018 Q3	$613K	Sell	17,340 -1,600	-8%	-$60.7K	0.03%	192
2018 Q2	$723K	Hold	18,940	–	–	0.04%	176
2018 Q1	$748K	Sell	18,940 -2,460	-11%	-$103K	0.04%	170
2017 Q4	$936K	Hold	21,400	–	–	0.05%	166
2017 Q3	$782K	Sell	21,400 -1,500	-7%	-$51.6K	0.05%	174
2017 Q2	$777K	Hold	22,900	–	–	0.05%	176
2017 Q1	$732K	Hold	22,900	–	–	0.05%	178
2016 Q4	$629K	Hold	22,900	–	–	0.04%	176
2016 Q3	$631K	Hold	22,900	–	–	0.04%	176
2016 Q2	$633K	Hold	22,900	–	–	0.04%	169
2016 Q1	$620K	Hold	22,900	–	–	0.04%	178
2015 Q4	$621K	Sell	22,900 -2,575	-10%	-$70.9K	0.04%	181
2015 Q3	$665K	Sell	25,475 -300	-1%	-$8.34K	0.05%	166
2015 Q2	$708K	Hold	25,775	–	–	0.05%	165
2015 Q1	$728K	Hold	25,775	–	–	0.05%	162
2014 Q4	$667K	Sell	25,775 -160	-0.6%	-$3.91K	0.04%	167
2014 Q3	$583K	Hold	25,935	–	–	0.04%	174
2014 Q2	$643K	Hold	25,935	–	–	0.04%	167
2014 Q1	$628K	Hold	25,935	–	–	0.04%	167
2013 Q4	$644K	Hold	25,935	–	–	0.05%	150
2013 Q3	$579K	Hold	25,935	–	–	0.05%	150
2013 Q2	$580K	Buy	+25,935	New	+$619K	0.05%	143

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

Clifford Swan Investment Counsel's ITB Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its iShares US Home Construction ETF (ITB) stake by 0.59% in Q2 2026, selling an estimated $4.74K and leaving 8,377 shares worth $875K. The position accounts for 0.03% of the portfolio, ranked #183.

Clifford Swan Investment Counsel first reported a position in ITB in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.25M in Q4 2021. 346 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

Clifford Swan Investment Counsel held 8,377 shares of iShares US Home Construction ETF worth $875K as of Q2 2026.
Clifford Swan Investment Counsel sold 50 iShares US Home Construction ETF shares in Q2 2026, an estimated $4.74K.
iShares US Home Construction ETF made up 0.03% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #183 holding.
Clifford Swan Investment Counsel first reported a position in iShares US Home Construction ETF in Q2 2013 and has held it in 53 quarters since.
Clifford Swan Investment Counsel's iShares US Home Construction ETF position peaked at $1.25M in Q4 2021.
346 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.