Fiduciary Planning’s iShares US Home Construction ETF ITB Stock Holding History

Fiduciary Planning’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 Q4	–	Sell	-2,935	Closed	-$315K	–	81
2025 Q3	$315K	Sell	2,935 -398	-12%	-$41.9K	0.1%	63
2025 Q2	$311K	Sell	3,333 -612	-16%	-$55.9K	0.1%	62
2025 Q1	$376K	Sell	3,945 -835	-17%	-$84.9K	0.12%	57
2024 Q4	$494K	Sell	4,780 -141	-3%	-$16.7K	0.16%	50
2024 Q3	$626K	Sell	4,921 -691	-12%	-$80.1K	0.21%	42
2024 Q2	$567K	Sell	5,612 -10,989	-66%	-$1.16M	0.2%	42
2024 Q1	$1.92M	Buy	16,601 +5,735	+53%	+$601K	0.73%	19
2023 Q4	$1.11M	Buy	+10,866	New	+$923K	0.47%	26
2021 Q2	–	Sell	-83	Closed	-$6K	–	161
2021 Q1	$6K	Sell	83 -41,893	-100%	-$2.58M	0.01%	189
2020 Q4	$2.34M	Buy	+41,976	New	+$2.36M	3.3%	4

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMEA

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Fiduciary Planning's ITB Position: Q4 2025 in Review

Fiduciary Planning sold out of iShares US Home Construction ETF (ITB) in Q4 2025, closing a stake of 2,935 shares — an estimated $315K sold.

Fiduciary Planning first reported a position in ITB in Q4 2020 and held it in 10 quarters. The position peaked at $2.34M in Q4 2020. 358 funds tracked by Wall St. Rank hold ITB as of Q4 2025.

Fiduciary Planning reported no remaining iShares US Home Construction ETF position as of Q4 2025 after selling out during the quarter.
Fiduciary Planning sold 2,935 iShares US Home Construction ETF shares in Q4 2025, an estimated $315K.
Fiduciary Planning first reported a position in iShares US Home Construction ETF in Q4 2020 and held it in 10 quarters.
Fiduciary Planning's iShares US Home Construction ETF position peaked at $2.34M in Q4 2020.
358 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2025.

Based on Fiduciary Planning's 13F filing for Q4 2025, filed 22 Jan 2026.