Lyell Wealth Management
ITB icon

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
Q3 		$864K Sell
9,923
-4,299
-30% -$409K 0.05% 135
2026
Q2 		$1.49M Sell
14,222
-279
-2% -$26.5K 0.09% 110
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

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
Mader & Shannon Wealth Management
Mader & Shannon Wealth Management Kansas City, Missouri $241M AUM 14.38% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
Forte Asset Management
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
Washington Growth Strategies
Washington Growth Strategies Washington, District of Columbia $183M AUM 21.53% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Lyell Wealth Management's ITB Position: Q3 2026 in Review

Lyell Wealth Management reduced its iShares US Home Construction ETF (ITB) stake by 30% in Q3 2026, selling an estimated $409K and leaving 9,923 shares worth $864K. The position accounts for 0.05% of the portfolio, ranked #135.

Lyell Wealth Management first reported a position in ITB in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.49M in Q2 2026. 113 funds tracked by Wall St. Rank hold ITB as of Q3 2026.

  • Lyell Wealth Management held 9,923 shares of iShares US Home Construction ETF worth $864K as of Q3 2026.
  • Lyell Wealth Management sold 4,299 iShares US Home Construction ETF shares in Q3 2026, an estimated $409K.
  • iShares US Home Construction ETF made up 0.05% of Lyell Wealth Management's portfolio in Q3 2026, its #135 holding.
  • Lyell Wealth Management first reported a position in iShares US Home Construction ETF in Q1 2023 and has held it in 15 quarters since.
  • Lyell Wealth Management's iShares US Home Construction ETF position peaked at $1.49M in Q2 2026.
  • 113 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.