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

FOCUS 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	–	Sell	-52,578	Closed	-$4.76M	–	65
2026 Q1	$4.76M	Sell	52,578 -2,308	-4%	-$236K	2.33%	15
2025 Q4	$5.29M	Buy	54,886 +642	+1%	+$64.8K	2.46%	13
2025 Q3	$5.82M	Buy	54,244 +33	+0.1%	+$3.48K	2.8%	12
2025 Q2	$5.05M	Buy	54,211 +4,023	+8%	+$368K	2.62%	14
2025 Q1	$4.78M	Sell	50,188 -636	-1%	-$64.7K	2.64%	13
2024 Q4	$5.25M	Sell	50,824 -924	-2%	-$110K	2.79%	12
2024 Q3	$6.58M	Sell	51,748 -504	-1%	-$58.4K	3.28%	7
2024 Q2	$5.28M	Buy	52,252 +1,581	+3%	+$167K	2.71%	8
2024 Q1	$5.87M	Sell	50,671 -588	-1%	-$61.7K	3.14%	7
2023 Q4	$5.21M	Sell	51,259 -2,025	-4%	-$172K	3.3%	7
2023 Q3	$4.18M	Sell	53,284 -407	-0.8%	-$34.6K	2.9%	7
2023 Q2	$4.59M	Buy	+53,691	New	+$4.08M	3.1%	8

Other funds holding ITB

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IFC & Insurance Marketing Auburn, California $114M AUM

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return