Evermay Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History

Evermay Wealth Management’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	$6.06K	Hold	58	–	–	﹤0.01%	549
2026 Q1	$5.25K	Hold	58	–	–	﹤0.01%	507
2025 Q4	$5.59K	Hold	58	–	–	﹤0.01%	479
2025 Q3	$6.22K	Hold	58	–	–	﹤0.01%	467
2025 Q2	$5.4K	Hold	58	–	–	﹤0.01%	474
2025 Q1	$5.52K	Hold	58	–	–	﹤0.01%	479
2024 Q4	$6K	Hold	58	–	–	﹤0.01%	480
2024 Q3	$7.37K	Hold	58	–	–	﹤0.01%	481
2024 Q2	$5.86K	Hold	58	–	–	﹤0.01%	489
2024 Q1	$6.71K	Hold	58	–	–	﹤0.01%	493
2023 Q4	$5.9K	Hold	58	–	–	﹤0.01%	477
2023 Q3	$4.56K	Hold	58	–	–	﹤0.01%	469
2023 Q2	$4.96K	Hold	58	–	–	﹤0.01%	464
2023 Q1	$4.08K	Hold	58	–	–	﹤0.01%	464
2022 Q4	$3.52K	Hold	58	–	–	﹤0.01%	475
2022 Q3	$3K	Hold	58	–	–	﹤0.01%	464
2022 Q2	$3K	Hold	58	–	–	﹤0.01%	461
2022 Q1	$3K	Hold	58	–	–	﹤0.01%	473
2021 Q4	$5K	Hold	58	–	–	﹤0.01%	450
2021 Q3	$4K	Hold	58	–	–	﹤0.01%	422
2021 Q2	$4K	Buy	+58	New	+$4.11K	﹤0.01%	460

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Evermay Wealth Management's ITB Position: Q2 2026 in Review

Evermay Wealth Management held its iShares US Home Construction ETF (ITB) position steady in Q2 2026 at 58 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Evermay Wealth Management first reported a position in ITB in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.37K in Q3 2024. 346 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

Evermay Wealth Management held 58 shares of iShares US Home Construction ETF worth $6.06K as of Q2 2026.
Evermay Wealth Management left its iShares US Home Construction ETF share count unchanged in Q2 2026.
iShares US Home Construction ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #549 holding.
Evermay Wealth Management first reported a position in iShares US Home Construction ETF in Q2 2021 and has held it in 21 quarters since.
Evermay Wealth Management's iShares US Home Construction ETF position peaked at $7.37K in Q3 2024.
346 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.