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

Integrated Wealth Concepts’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 Q1	–	Sell	-8,479	Closed	-$817K	–	2309
2025 Q4	$817K	Sell	8,479 -84	-1%	-$8.48K	0.01%	862
2025 Q3	$918K	Buy	8,563 +5,907	+222%	+$622K	0.01%	1025
2025 Q2	$247K	Sell	2,656 -4,792	-64%	-$438K	﹤0.01%	1655
2025 Q1	$709K	Buy	+7,448	New	+$757K	0.01%	990
2024 Q2	–	Sell	-2,171	Closed	-$251K	–	1682
2024 Q1	$251K	Buy	+2,171	New	+$228K	﹤0.01%	1412
2022 Q1	–	Sell	-4,081	Closed	-$338K	–	1002
2021 Q4	$338K	Buy	+4,081	New	+$307K	0.01%	727

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

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

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

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

MMEA

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Integrated Wealth Concepts's ITB Position: Q1 2026 in Review

Integrated Wealth Concepts sold out of iShares US Home Construction ETF (ITB) in Q1 2026, closing a stake of 8,479 shares — an estimated $817K sold.

Integrated Wealth Concepts first reported a position in ITB in Q4 2021 and held it in 6 quarters. The position peaked at $918K in Q3 2025. 324 funds tracked by Wall St. Rank hold ITB as of Q1 2026.

Integrated Wealth Concepts reported no remaining iShares US Home Construction ETF position as of Q1 2026 after selling out during the quarter.
Integrated Wealth Concepts sold 8,479 iShares US Home Construction ETF shares in Q1 2026, an estimated $817K.
Integrated Wealth Concepts first reported a position in iShares US Home Construction ETF in Q4 2021 and held it in 6 quarters.
Integrated Wealth Concepts's iShares US Home Construction ETF position peaked at $918K in Q3 2025.
324 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.