CX Institutional’s iShares US Home Construction ETF ITB Stock Holding History

CX Institutional’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 Q3	$6K	Buy	65 +2	+3%	+$190	﹤0.01%	1426
2026 Q2	$7K	Sell	63 -320	-84%	-$30.4K	﹤0.01%	1341
2026 Q1	$35K	Sell	383 -1,332	-78%	-$136K	﹤0.01%	1022
2025 Q4	$165K	Buy	1,715 +918	+115%	+$92.7K	﹤0.01%	756
2025 Q3	$85K	Sell	797 -3,619	-82%	-$381K	﹤0.01%	852
2025 Q2	$411K	Buy	4,416 +3,744	+557%	+$342K	0.01%	419
2025 Q1	$64K	Buy	+672	New	+$68.3K	﹤0.01%	804
2024 Q2	–	Sell	-784	Closed	-$90.8K	–	558
2024 Q1	$90.8K	Buy	+784	New	+$82.2K	﹤0.01%	536
2023 Q4	–	Sell	-8,085	Closed	-$635K	–	551
2023 Q3	$635K	Sell	8,085 -3,973	-33%	-$337K	0.03%	303
2023 Q2	$1.03M	Sell	12,058 -374	-3%	-$28.4K	0.05%	271
2023 Q1	$874K	Sell	12,432 -2,651	-18%	-$179K	0.05%	289
2022 Q4	$914K	Sell	15,083 -18,905	-56%	-$1.09M	0.06%	288
2022 Q3	$1.77M	Buy	+33,988	New	+$1.96M	0.12%	207

Other funds holding ITB

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

Washington Growth Strategies Washington, District of Columbia $183M AUM 21.53% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

CX Institutional's ITB Position: Q3 2026 in Review

CX Institutional increased its iShares US Home Construction ETF (ITB) stake by 3.2% in Q3 2026, buying an estimated $190 and bringing the position to 65 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

CX Institutional first reported a position in ITB in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.77M in Q3 2022. 64 funds tracked by Wall St. Rank hold ITB as of Q3 2026.

CX Institutional held 65 shares of iShares US Home Construction ETF worth $6K as of Q3 2026.
CX Institutional bought 2 iShares US Home Construction ETF shares in Q3 2026, an estimated $190.
iShares US Home Construction ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1426 holding.
CX Institutional first reported a position in iShares US Home Construction ETF in Q3 2022 and has held it in 13 quarters since.
CX Institutional's iShares US Home Construction ETF position peaked at $1.77M in Q3 2022.
64 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.