GeoWealth Management’s iShares US Home Construction ETF ITB Stock Holding History

GeoWealth Management’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 Q1	–	Sell	-3,478	Closed	-$360K	–	1441
2024 Q4	$360K	Buy	3,478 +254	+8%	+$30.1K	0.01%	569
2024 Q3	$410K	Buy	+3,224	New	+$374K	0.01%	506
2024 Q2	–	Sell	-2,618	Closed	-$303K	–	906
2024 Q1	$303K	Buy	+2,618	New	+$275K	0.01%	572

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SAM

Scopus Asset Management New York $7.11B AUM 32.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

GeoWealth Management's ITB Position: Q1 2025 in Review

GeoWealth Management sold out of iShares US Home Construction ETF (ITB) in Q1 2025, closing a stake of 3,478 shares — an estimated $360K sold.

GeoWealth Management first reported a position in ITB in Q1 2024 and held it in 3 quarters. The position peaked at $410K in Q3 2024. 325 funds tracked by Wall St. Rank hold ITB as of Q1 2025.

GeoWealth Management reported no remaining iShares US Home Construction ETF position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 3,478 iShares US Home Construction ETF shares in Q1 2025, an estimated $360K.
GeoWealth Management first reported a position in iShares US Home Construction ETF in Q1 2024 and held it in 3 quarters.
GeoWealth Management's iShares US Home Construction ETF position peaked at $410K in Q3 2024.
325 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.