Golden State Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History

Golden State Wealth 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
2026 Q2	$120K	Buy	1,150 +877	+321%	+$83.2K	0.01%	526
2026 Q1	$24.8K	Hold	273	–	–	﹤0.01%	865
2025 Q4	$26.3K	Buy	273 +1	+0.4%	+$101	﹤0.01%	862
2025 Q3	$29.2K	Hold	272	–	–	﹤0.01%	818
2025 Q2	$25.4K	Buy	272 +2	+0.7%	+$183	﹤0.01%	821
2025 Q1	$25.7K	Buy	270 +2	+0.7%	+$203	﹤0.01%	744
2024 Q4	$27.8K	Buy	+268	New	+$31.8K	﹤0.01%	685
2022 Q1	$607K	Buy	10,236 +5,918	+137%	+$405K	0.12%	156
2021 Q4	$358K	Buy	4,318 +1	+0%	+$75	0.06%	261
2021 Q3	$286K	Buy	4,317 +1,019	+31%	+$71.8K	0.06%	241
2021 Q2	$228K	Buy	+3,298	New	+$234K	0.05%	263
2020 Q2	–	Sell	-500	Closed	-$14K	–	591
2020 Q1	$14K	Buy	+500	New	+$21.4K	0.01%	557
2019 Q4	–	Sell	-1,136	Closed	-$49K	–	491
2019 Q3	$49K	Hold	1,136	–	–	0.02%	430
2019 Q2	$43K	Hold	1,136	–	–	0.01%	489
2019 Q1	$40K	Buy	+1,136	New	+$38.6K	0.01%	503

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Golden State Wealth Management's ITB Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares US Home Construction ETF (ITB) stake by 321% in Q2 2026, buying an estimated $83.2K and bringing the position to 1,150 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #526.

Golden State Wealth Management first reported a position in ITB in Q1 2019 and has held it in 15 quarters since. The position peaked at $607K in Q1 2022. 346 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

Golden State Wealth Management held 1,150 shares of iShares US Home Construction ETF worth $120K as of Q2 2026.
Golden State Wealth Management bought 877 iShares US Home Construction ETF shares in Q2 2026, an estimated $83.2K.
iShares US Home Construction ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #526 holding.
Golden State Wealth Management first reported a position in iShares US Home Construction ETF in Q1 2019 and has held it in 15 quarters since.
Golden State Wealth Management's iShares US Home Construction ETF position peaked at $607K in Q1 2022.
346 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.