LWM
ITB icon

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

Lodestone 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 		$188K Sell
1,799
-81
-4% -$7.68K 0.07% 186
2026
Q1 		$170K Sell
1,880
-50
-3% -$5.12K 0.07% 185
2025
Q4 		$186K Buy
1,930
+3
+0.2% +$303 0.08% 178
2025
Q3 		$207K Buy
+1,927
New +$203K 0.09% 172

Other funds holding ITB

VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
WGS
Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
PCOTEOTHU
Provident Company of the Employees of the Hebrew University Jerusalem, Israel $131M AUM 66.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lodestone Wealth Management's ITB Position: Q2 2026 in Review

Lodestone Wealth Management reduced its iShares US Home Construction ETF (ITB) stake by 4.3% in Q2 2026, selling an estimated $7.68K and leaving 1,799 shares worth $188K. The position accounts for 0.07% of the portfolio, ranked #186.

Lodestone Wealth Management first reported a position in ITB in Q3 2025 and has held it in 4 quarters since. The position peaked at $207K in Q3 2025. 125 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

  • Lodestone Wealth Management held 1,799 shares of iShares US Home Construction ETF worth $188K as of Q2 2026.
  • Lodestone Wealth Management sold 81 iShares US Home Construction ETF shares in Q2 2026, an estimated $7.68K.
  • iShares US Home Construction ETF made up 0.07% of Lodestone Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Lodestone Wealth Management first reported a position in iShares US Home Construction ETF in Q3 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's iShares US Home Construction ETF position peaked at $207K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.