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

Eldridge 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
2025 Q1	–	Sell	-40,703	Closed	-$4.21M	–	162
2024 Q4	$4.21M	Sell	40,703 -12,716	-24%	-$1.51M	0.98%	28
2024 Q3	$6.79M	Sell	53,419 -1,106	-2%	-$128K	1.59%	18
2024 Q2	$5.51M	Sell	54,525 -951	-2%	-$101K	1.39%	17
2024 Q1	$6.42M	Sell	55,476 -2,037	-4%	-$214K	1.65%	17
2023 Q4	$5.85M	Sell	57,513 -12,471	-18%	-$1.06M	1.53%	17
2023 Q3	$5.49M	Buy	69,984 +10,182	+17%	+$865K	1.82%	16
2023 Q2	$5.11M	Buy	59,802 +34,311	+135%	+$2.61M	1.67%	18
2023 Q1	$1.79M	Buy	+25,491	New	+$1.72M	0.62%	40

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SAM

Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Eldridge Investment Advisors's ITB Position: Q1 2025 in Review

Eldridge Investment Advisors sold out of iShares US Home Construction ETF (ITB) in Q1 2025, closing a stake of 40,703 shares — an estimated $4.21M sold.

Eldridge Investment Advisors first reported a position in ITB in Q1 2023 and held it in 8 quarters. The position peaked at $6.79M in Q3 2024. 324 funds tracked by Wall St. Rank hold ITB as of Q1 2025.

Eldridge Investment Advisors reported no remaining iShares US Home Construction ETF position as of Q1 2025 after selling out during the quarter.
Eldridge Investment Advisors sold 40,703 iShares US Home Construction ETF shares in Q1 2025, an estimated $4.21M.
Eldridge Investment Advisors first reported a position in iShares US Home Construction ETF in Q1 2023 and held it in 8 quarters.
Eldridge Investment Advisors's iShares US Home Construction ETF position peaked at $6.79M in Q3 2024.
324 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2025.

Based on Eldridge Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.