Holos Integrated Wealth
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
Q3 		$123K Hold
1,450
– – 0.06% 115
2026
Q2 		$145K Hold
1,450
– – 0.07% 100
2026
Q1 		$129K Buy
+1,450
New +$148K 0.07% 104

Other funds holding ITB

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
Forte Asset Management
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
Washington Growth Strategies
Washington Growth Strategies Washington, District of Columbia $183M AUM 21.53% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return

Holos Integrated Wealth's ITB Position: Q3 2026 in Review

Holos Integrated Wealth held its iShares US Home Construction ETF (ITB) position steady in Q3 2026 at 1,450 shares worth $123K. The position accounts for 0.06% of the portfolio, ranked #115.

Holos Integrated Wealth first reported a position in ITB in Q1 2026 and has held it in 3 quarters since. The position peaked at $145K in Q2 2026. 61 funds tracked by Wall St. Rank hold ITB as of Q3 2026.

  • Holos Integrated Wealth held 1,450 shares of iShares US Home Construction ETF worth $123K as of Q3 2026.
  • Holos Integrated Wealth left its iShares US Home Construction ETF share count unchanged in Q3 2026.
  • iShares US Home Construction ETF made up 0.06% of Holos Integrated Wealth's portfolio in Q3 2026, its #115 holding.
  • Holos Integrated Wealth first reported a position in iShares US Home Construction ETF in Q1 2026 and has held it in 3 quarters since.
  • Holos Integrated Wealth's iShares US Home Construction ETF position peaked at $145K in Q2 2026.
  • 61 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.