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
2026 Q2	$209K	Buy	+2,000	New	+$190K	0.05%	261
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 $1.55T 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

Heritage Wealth Management (Ohio)'s ITB Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in iShares US Home Construction ETF (ITB) in Q2 2026: 2,000 shares worth $209K. The stake represents 0.05% of the portfolio and ranks #261 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in ITB as recently as Q3 2025.

Heritage Wealth Management (Ohio) first reported a position in ITB in Q3 2024 and has held it in 4 quarters since. The position peaked at $257K in Q3 2024. 346 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

Heritage Wealth Management (Ohio) held 2,000 shares of iShares US Home Construction ETF worth $209K as of Q2 2026.
iShares US Home Construction ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
iShares US Home Construction ETF made up 0.05% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #261 holding.
Heritage Wealth Management (Ohio) first reported a position in iShares US Home Construction ETF in Q3 2024 and has held it in 4 quarters since.
Heritage Wealth Management (Ohio)'s iShares US Home Construction ETF position peaked at $257K in Q3 2024.
346 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.