Francois Rochon’s iShares US Home Construction ETF ITB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.22M Buy
11,662
+808
+7% +$76.7K 0.04% 48
2026
Q1
$983K Sell
10,854
-844
-7% -$86.4K 0.04% 45
2025
Q4
$1.13M Buy
11,698
+137
+1% +$13.8K 0.04% 41
2025
Q3
$1.24M Buy
11,561
+43
+0.4% +$4.53K 0.04% 44
2025
Q2
$1.07M Buy
11,518
+557
+5% +$50.9K 0.04% 48
2025
Q1
$1.04M Buy
10,961
+529
+5% +$53.8K 0.04% 47
2024
Q4
$1.08M Buy
10,432
+133
+1% +$15.8K 0.04% 48
2024
Q3
$1.31M Sell
10,299
-2,263
-18% -$262K 0.05% 45
2024
Q2
$1.27M Buy
12,562
+1,212
+11% +$128K 0.05% 43
2024
Q1
$1.31M Sell
11,350
-3,327
-23% -$349K 0.05% 44
2023
Q4
$1.49M Buy
14,677
+715
+5% +$60.8K 0.07% 42
2023
Q3
$1.1M Buy
13,962
+757
+6% +$64.3K 0.06% 43
2023
Q2
$1.13M Buy
13,205
+8,297
+169% +$631K 0.06% 42
2023
Q1
$345K Sell
4,908
-5,643
-53% -$381K 0.02% 57
2022
Q4
$639K Buy
10,551
+1,297
+14% +$74.9K 0.04% 50
2022
Q3
$482K Buy
9,254
+676
+8% +$38.9K 0.03% 51
2022
Q2
$450K Buy
8,578
+1,897
+28% +$108K 0.03% 54
2022
Q1
$396K Buy
6,681
+2,500
+60% +$171K 0.02% 57
2021
Q4
$347K Buy
4,181
+520
+14% +$39.2K 0.02% 59
2021
Q3
$242K Buy
3,661
+718
+24% +$50.6K 0.01% 54
2021
Q2
$204K Buy
+2,943
New +$209K 0.01% 51

Other funds holding ITB

Francois Rochon's ITB Position: Q2 2026 in Review

Francois Rochon increased its iShares US Home Construction ETF (ITB) stake by 7.4% in Q2 2026, buying an estimated $76.7K and bringing the position to 11,662 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #48.

Francois Rochon first reported a position in ITB in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.49M in Q4 2023. 346 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

  • Francois Rochon held 11,662 shares of iShares US Home Construction ETF worth $1.22M as of Q2 2026.
  • Francois Rochon bought 808 iShares US Home Construction ETF shares in Q2 2026, an estimated $76.7K.
  • iShares US Home Construction ETF made up 0.04% of Francois Rochon's portfolio in Q2 2026, its #48 holding.
  • Francois Rochon first reported a position in iShares US Home Construction ETF in Q2 2021 and has held it in 21 quarters since.
  • Francois Rochon's iShares US Home Construction ETF position peaked at $1.49M in Q4 2023.
  • 346 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Giverny Capital's 13F filing for Q2 2026, filed 14 Aug 2026.