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Concurrent Investment Advisors’s iShares US Home Construction ETF ITB Stock Holding History

Concurrent Investment Advisors’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 		$553K Sell
5,289
-908
-15% -$86.1K ﹤0.01% 1346
2026
Q1 		$561K Sell
6,197
-1,412
-19% -$144K 0.01% 1156
2025
Q4 		$733K Sell
7,609
-81
-1% -$8.18K 0.01% 970
2025
Q3 		$825K Buy
7,690
+1,458
+23% +$154K 0.01% 715
2025
Q2 		$581K Sell
6,232
-972
-13% -$88.8K 0.01% 795
2025
Q1 		$686K Sell
7,204
-4,692
-39% -$477K 0.02% 651
2024
Q4 		$1.23M Buy
11,896
+8,169
+219% +$969K 0.03% 439
2024
Q3 		$474K Buy
+3,727
New +$432K 0.01% 637

Other funds holding ITB

VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
WGS
Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
PCOTEOTHU
Provident Company of the Employees of the Hebrew University Jerusalem, Israel $131M AUM 66.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Concurrent Investment Advisors's ITB Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its iShares US Home Construction ETF (ITB) stake by 15% in Q2 2026, selling an estimated $86.1K and leaving 5,289 shares worth $553K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Concurrent Investment Advisors first reported a position in ITB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q4 2024. 130 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

  • Concurrent Investment Advisors held 5,289 shares of iShares US Home Construction ETF worth $553K as of Q2 2026.
  • Concurrent Investment Advisors sold 908 iShares US Home Construction ETF shares in Q2 2026, an estimated $86.1K.
  • iShares US Home Construction ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1346 holding.
  • Concurrent Investment Advisors first reported a position in iShares US Home Construction ETF in Q3 2024 and has held it in 8 quarters since.
  • Concurrent Investment Advisors's iShares US Home Construction ETF position peaked at $1.23M in Q4 2024.
  • 130 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.