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

EverSource 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	$15.7K	Buy	+150	New	+$14.2K	﹤0.01%	2618
2026 Q1	–	Sell	-14	Closed	-$1.35K	–	4455
2025 Q4	$1.35K	Buy	+14	New	+$1.41K	﹤0.01%	3631
2025 Q2	–	Sell	-10	Closed	-$954	–	4307
2025 Q1	$954	Buy	+10	New	+$1.02K	﹤0.01%	3243
2024 Q1	–	Sell	-93	Closed	-$9.49K	–	2946
2023 Q4	$9.49K	Sell	93 -118	-56%	-$10K	﹤0.01%	1573
2023 Q3	$16.6K	Hold	211	–	–	﹤0.01%	1200
2023 Q2	$18K	Buy	+211	New	+$16K	﹤0.01%	1195

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

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

EverSource Wealth Advisors opened a new position in iShares US Home Construction ETF (ITB) in Q2 2026: 150 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #2618 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in ITB as recently as Q4 2025.

EverSource Wealth Advisors first reported a position in ITB in Q2 2023 and has held it in 6 quarters since. The position peaked at $18K in Q2 2023. 346 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

EverSource Wealth Advisors held 150 shares of iShares US Home Construction ETF worth $15.7K as of Q2 2026.
iShares US Home Construction ETF was a new EverSource Wealth Advisors position in Q2 2026.
iShares US Home Construction ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2618 holding.
EverSource Wealth Advisors first reported a position in iShares US Home Construction ETF in Q2 2023 and has held it in 6 quarters since.
EverSource Wealth Advisors's iShares US Home Construction ETF position peaked at $18K in Q2 2023.
346 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.