Heritage Wealth Management (Ohio)’s iShares US Home Construction ETF ITB Stock Holding History

Heritage Wealth Management (Ohio)’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 Q4	–	Sell	-2,020	Closed	-$217K	–	264
2025 Q3	$217K	Buy	+2,020	New	+$213K	0.06%	228
2025 Q1	–	Sell	-2,020	Closed	-$209K	–	234
2024 Q4	$209K	Hold	2,020	–	–	0.07%	219
2024 Q3	$257K	Buy	+2,020	New	+$234K	0.08%	198

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s ITB Position: Q4 2025 in Review

Heritage Wealth Management (Ohio) sold out of iShares US Home Construction ETF (ITB) in Q4 2025, closing a stake of 2,020 shares — an estimated $217K sold.

Heritage Wealth Management (Ohio) first reported a position in ITB in Q3 2024 and held it in 3 quarters. The position peaked at $257K in Q3 2024. 358 funds tracked by Wall St. Rank hold ITB as of Q4 2025.

Heritage Wealth Management (Ohio) reported no remaining iShares US Home Construction ETF position as of Q4 2025 after selling out during the quarter.
Heritage Wealth Management (Ohio) sold 2,020 iShares US Home Construction ETF shares in Q4 2025, an estimated $217K.
Heritage Wealth Management (Ohio) first reported a position in iShares US Home Construction ETF in Q3 2024 and held it in 3 quarters.
Heritage Wealth Management (Ohio)'s iShares US Home Construction ETF position peaked at $257K in Q3 2024.
358 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2025.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q4 2025, filed 26 Jan 2026.