HIW
ITB icon

Holos Integrated Wealth’s iShares US Home Construction ETF ITB Stock Holding History

Holos Integrated Wealth’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 		$145K Hold
1,450
– – 0.07% 100
2026
Q1 		$129K Buy
+1,450
New +$148K 0.07% 104

Other funds holding ITB

CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
WGS
Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

Holos Integrated Wealth's ITB Position: Q2 2026 in Review

Holos Integrated Wealth held its iShares US Home Construction ETF (ITB) position steady in Q2 2026 at 1,450 shares worth $145K. The position accounts for 0.07% of the portfolio, ranked #100.

Holos Integrated Wealth first reported a position in ITB in Q1 2026 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

  • Holos Integrated Wealth held 1,450 shares of iShares US Home Construction ETF worth $145K as of Q2 2026.
  • Holos Integrated Wealth left its iShares US Home Construction ETF share count unchanged in Q2 2026.
  • iShares US Home Construction ETF made up 0.07% of Holos Integrated Wealth's portfolio in Q2 2026, its #100 holding.
  • Holos Integrated Wealth first reported a position in iShares US Home Construction ETF in Q1 2026 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.