BFC Planning, Inc.’s iShares US Home Construction ETF ITB Stock Holding History

BFC Planning, Inc.’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	$10.3K	Sell	99 -126	-56%	-$12K	﹤0.01%	2355
2026 Q1	$20.4K	Sell	225 -6	-3%	-$614	﹤0.01%	1703
2025 Q4	$22.3K	Buy	231 +6	+3%	+$606	﹤0.01%	1706
2025 Q3	$24.1K	Hold	225	–	–	﹤0.01%	1486
2025 Q2	$21K	Sell	225 -63	-22%	-$5.76K	﹤0.01%	1477
2025 Q1	$27.4K	Sell	288 -426	-60%	-$43.3K	﹤0.01%	1341
2024 Q4	$73.9K	Buy	+714	New	+$84.7K	0.01%	973

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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 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

BFC Planning, Inc.'s ITB Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares US Home Construction ETF (ITB) stake by 56% in Q2 2026, selling an estimated $12K and leaving 99 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

BFC Planning, Inc. first reported a position in ITB in Q4 2024 and has held it in 7 quarters since. The position peaked at $73.9K in Q4 2024. 350 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

BFC Planning, Inc. held 99 shares of iShares US Home Construction ETF worth $10.3K as of Q2 2026.
BFC Planning, Inc. sold 126 iShares US Home Construction ETF shares in Q2 2026, an estimated $12K.
iShares US Home Construction ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2355 holding.
BFC Planning, Inc. first reported a position in iShares US Home Construction ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares US Home Construction ETF position peaked at $73.9K in Q4 2024.
350 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.