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Legacy Investment Solutions’s iShares US Home Construction ETF ITB Stock Holding History

Legacy Investment Solutions’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 		$2.61K Buy
+28
New +$2.56K ﹤0.01% 472
2024
Q4 		$11.1K Sell
108
-75
-41% -$8.9K 0.01% 270
2024
Q3 		$21.6K Buy
+183
New +$21.2K 0.01% 210

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Qube Research & Technologies (QRT)
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

Legacy Investment Solutions's ITB Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares US Home Construction ETF (ITB) in Q2 2025: 28 shares worth $2.61K. The stake represents ﹤0.01% of the portfolio and ranks #472 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in ITB as recently as Q4 2024.

Legacy Investment Solutions first reported a position in ITB in Q3 2024 and has held it in 3 quarters since. The position peaked at $21.6K in Q3 2024. 318 funds tracked by Wall St. Rank hold ITB as of Q2 2025.

  • Legacy Investment Solutions held 28 shares of iShares US Home Construction ETF worth $2.61K as of Q2 2025.
  • iShares US Home Construction ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares US Home Construction ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #472 holding.
  • Legacy Investment Solutions first reported a position in iShares US Home Construction ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's iShares US Home Construction ETF position peaked at $21.6K in Q3 2024.
  • 318 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.