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

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

CAAS

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

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

EP Wealth Advisors's ITB Position: Q2 2025 in Review

EP Wealth Advisors reduced its iShares US Home Construction ETF (ITB) stake by 31% in Q2 2025, selling an estimated $77.7K and leaving 1,931 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

EP Wealth Advisors first reported a position in ITB in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.37M in Q1 2023. 318 funds tracked by Wall St. Rank hold ITB as of Q2 2025.

EP Wealth Advisors held 1,931 shares of iShares US Home Construction ETF worth $180K as of Q2 2025.
EP Wealth Advisors sold 850 iShares US Home Construction ETF shares in Q2 2025, an estimated $77.7K.
iShares US Home Construction ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1283 holding.
EP Wealth Advisors first reported a position in iShares US Home Construction ETF in Q2 2022 and has held it in 12 quarters since.
EP Wealth Advisors's iShares US Home Construction ETF position peaked at $2.37M in Q1 2023.
318 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.