Envestnet Portfolio Solutions’s iShares US Home Construction ETF ITB Stock Holding History

Envestnet Portfolio Solutions’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	-2,058	Closed	-$213K	–	1674
2024 Q4	$213K	Sell	2,058 -130	-6%	-$15.4K	﹤0.01%	1659
2024 Q3	$278K	Sell	2,188 -266	-11%	-$30.8K	﹤0.01%	1486
2024 Q2	$248K	Sell	2,454 -840	-26%	-$88.8K	﹤0.01%	1480
2024 Q1	$381K	Sell	3,294 -14	-0.4%	-$1.47K	﹤0.01%	1232
2023 Q4	$337K	Buy	3,308 +110	+3%	+$9.35K	﹤0.01%	1235
2023 Q3	$251K	Buy	+3,198	New	+$272K	﹤0.01%	1320

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

Envestnet Portfolio Solutions's ITB Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of iShares US Home Construction ETF (ITB) in Q1 2025, closing a stake of 2,058 shares — an estimated $213K sold.

Envestnet Portfolio Solutions first reported a position in ITB in Q3 2023 and held it in 6 quarters. The position peaked at $381K in Q1 2024. 324 funds tracked by Wall St. Rank hold ITB as of Q1 2025.

Envestnet Portfolio Solutions reported no remaining iShares US Home Construction ETF position as of Q1 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 2,058 iShares US Home Construction ETF shares in Q1 2025, an estimated $213K.
Envestnet Portfolio Solutions first reported a position in iShares US Home Construction ETF in Q3 2023 and held it in 6 quarters.
Envestnet Portfolio Solutions's iShares US Home Construction ETF position peaked at $381K in Q1 2024.
324 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.