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

Lyell 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 Q1	$1.31M	Buy	14,501 +806	+6%	+$82.5K	0.1%	106
2025 Q4	$1.32M	Buy	13,695 +4,458	+48%	+$450K	0.1%	108
2025 Q3	$991K	Buy	9,237 +2,254	+32%	+$237K	0.07%	120
2025 Q2	$651K	Buy	6,983 +2,233	+47%	+$204K	0.05%	141
2025 Q1	$452K	Buy	4,750 +370	+8%	+$37.6K	0.04%	151
2024 Q4	$453K	Buy	4,380 +1,282	+41%	+$152K	0.04%	145
2024 Q3	$394K	Buy	3,098 +10	+0.3%	+$1.16K	0.04%	158
2024 Q2	$312K	Buy	3,088 +10	+0.3%	+$1.06K	0.03%	167
2024 Q1	$356K	Sell	3,078 -407	-12%	-$42.7K	0.04%	159
2023 Q4	$355K	Buy	3,485 +200	+6%	+$17K	0.04%	152
2023 Q3	$258K	Hold	3,285	–	–	0.03%	156
2023 Q2	$281K	Buy	3,285 +10	+0.3%	+$760	0.04%	162
2023 Q1	$230K	Buy	+3,275	New	+$221K	0.03%	184

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

Lyell Wealth Management's ITB Position: Q1 2026 in Review

Lyell Wealth Management increased its iShares US Home Construction ETF (ITB) stake by 5.9% in Q1 2026, buying an estimated $82.5K and bringing the position to 14,501 shares worth $1.31M. The position accounts for 0.1% of the portfolio, ranked #106.

Lyell Wealth Management first reported a position in ITB in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.32M in Q4 2025. 324 funds tracked by Wall St. Rank hold ITB as of Q1 2026.

Lyell Wealth Management held 14,501 shares of iShares US Home Construction ETF worth $1.31M as of Q1 2026.
Lyell Wealth Management bought 806 iShares US Home Construction ETF shares in Q1 2026, an estimated $82.5K.
iShares US Home Construction ETF made up 0.1% of Lyell Wealth Management's portfolio in Q1 2026, its #106 holding.
Lyell Wealth Management first reported a position in iShares US Home Construction ETF in Q1 2023 and has held it in 13 quarters since.
Lyell Wealth Management's iShares US Home Construction ETF position peaked at $1.32M in Q4 2025.
324 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.