Lake Hills Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History

Lake Hills 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
2025 Q2	–	Sell	-62,214	Closed	-$5.92M	–	58
2025 Q1	$5.92M	Buy	+62,214	New	+$6.32M	4.09%	11
2022 Q1	–	Sell	-27,003	Closed	-$2.24M	–	49
2021 Q4	$2.24M	Buy	+27,003	New	+$2.03M	1.58%	20

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

MMEA

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

Lake Hills Wealth Management's ITB Position: Q2 2025 in Review

Lake Hills Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q2 2025, closing a stake of 62,214 shares — an estimated $5.92M sold.

Lake Hills Wealth Management first reported a position in ITB in Q4 2021 and held it in 2 quarters. The position peaked at $5.92M in Q1 2025. 318 funds tracked by Wall St. Rank hold ITB as of Q2 2025.

Lake Hills Wealth Management reported no remaining iShares US Home Construction ETF position as of Q2 2025 after selling out during the quarter.
Lake Hills Wealth Management sold 62,214 iShares US Home Construction ETF shares in Q2 2025, an estimated $5.92M.
Lake Hills Wealth Management first reported a position in iShares US Home Construction ETF in Q4 2021 and held it in 2 quarters.
Lake Hills Wealth Management's iShares US Home Construction ETF position peaked at $5.92M in Q1 2025.
318 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2025.

Based on Lake Hills Wealth Management's 13F filing for Q2 2025, filed 9 Jul 2025.