Institute for Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History

Institute for 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	$237K	Buy	+2,266	New	+$215K	0.02%	472
2026 Q1	–	Sell	-2,150	Closed	-$207K	–	560
2025 Q4	$207K	Hold	2,150	–	–	0.02%	524
2025 Q3	$231K	Hold	2,150	–	–	0.02%	518
2025 Q2	$200K	Hold	2,150	–	–	0.02%	544
2025 Q1	$205K	Hold	2,150	–	–	0.03%	505
2024 Q4	$222K	Buy	+2,150	New	+$255K	0.03%	468
2020 Q1	–	Sell	-1,780	Closed	-$79K	–	532
2019 Q4	$79K	Buy	+1,780	New	+$79.4K	0.02%	487

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

Institute for Wealth Management's ITB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares US Home Construction ETF (ITB) in Q2 2026: 2,266 shares worth $237K. The stake represents 0.02% of the portfolio and ranks #472 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in ITB as recently as Q4 2025.

Institute for Wealth Management first reported a position in ITB in Q4 2019 and has held it in 7 quarters since. 346 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

Institute for Wealth Management held 2,266 shares of iShares US Home Construction ETF worth $237K as of Q2 2026.
iShares US Home Construction ETF was a new Institute for Wealth Management position in Q2 2026.
iShares US Home Construction ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #472 holding.
Institute for Wealth Management first reported a position in iShares US Home Construction ETF in Q4 2019 and has held it in 7 quarters since.
346 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.