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Diversified Trust’s iShares US Home Construction ETF ITB Stock Holding History

Diversified Trust’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 		$679K Hold
6,500
– – 0.01% 653
2026
Q1 		$589K Hold
6,500
– – 0.01% 636
2025
Q4 		$626K Hold
6,500
– – 0.01% 596
2025
Q3 		$697K Hold
6,500
– – 0.01% 516
2025
Q2 		$606K Sell
6,500
-500
-7% -$45.7K 0.01% 538
2025
Q1 		$666K Buy
+7,000
New +$712K 0.02% 476

Other funds holding ITB

MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
WGS
Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Diversified Trust's ITB Position: Q2 2026 in Review

Diversified Trust held its iShares US Home Construction ETF (ITB) position steady in Q2 2026 at 6,500 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #653.

Diversified Trust first reported a position in ITB in Q1 2025 and has held it in 6 quarters since. The position peaked at $697K in Q3 2025. 44 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

  • Diversified Trust held 6,500 shares of iShares US Home Construction ETF worth $679K as of Q2 2026.
  • Diversified Trust left its iShares US Home Construction ETF share count unchanged in Q2 2026.
  • iShares US Home Construction ETF made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #653 holding.
  • Diversified Trust first reported a position in iShares US Home Construction ETF in Q1 2025 and has held it in 6 quarters since.
  • Diversified Trust's iShares US Home Construction ETF position peaked at $697K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.