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EP Wealth Advisors’s iShares US Home Construction ETF ITB Stock Holding History

EP Wealth 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 		$155K Buy
+1,482
New +$141K ﹤0.01% 1586
2025
Q2 		$180K Sell
1,931
-850
-31% -$77.7K ﹤0.01% 1283
2025
Q1 		$265K Buy
2,781
+44
+2% +$4.47K ﹤0.01% 978
2024
Q4 		$283K Buy
2,737
+207
+8% +$24.6K ﹤0.01% 893
2024
Q3 		$322K Sell
2,530
-685
-21% -$79.4K ﹤0.01% 829
2024
Q2 		$325K Sell
3,215
-450
-12% -$47.6K ﹤0.01% 633
2024
Q1 		$424K Hold
3,665
– – 0.01% 552
2023
Q4 		$373K Hold
3,665
– – ﹤0.01% 564
2023
Q3 		$288K Sell
3,665
-96,083
-96% -$8.16M ﹤0.01% 570
2023
Q2 		$360K Buy
99,748
+79,121
+384% +$6.01M 0.01% 527
2023
Q1 		$2.37M Buy
20,627
+16,876
+450% +$1.14M 0.04% 216
2022
Q4 		$227K Buy
+3,751
New +$217K ﹤0.01% 522
2022
Q3 		– Sell
-3,740
Closed -$196K – 476
2022
Q2 		$196K Buy
+3,740
New +$214K ﹤0.01% 576

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

EP Wealth Advisors's ITB Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares US Home Construction ETF (ITB) in Q2 2026: 1,482 shares worth $155K. The stake represents ﹤0.01% of the portfolio and ranks #1586 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in ITB as recently as Q2 2025.

EP Wealth Advisors first reported a position in ITB in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.37M in Q1 2023. 346 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

  • EP Wealth Advisors held 1,482 shares of iShares US Home Construction ETF worth $155K as of Q2 2026.
  • iShares US Home Construction ETF was a new EP Wealth Advisors position in Q2 2026.
  • iShares US Home Construction ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1586 holding.
  • EP Wealth Advisors first reported a position in iShares US Home Construction ETF in Q2 2022 and has held it in 13 quarters since.
  • EP Wealth Advisors's iShares US Home Construction ETF position peaked at $2.37M in Q1 2023.
  • 346 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.