LWM
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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Lyell Wealth Management reduced its iShares US Home Construction ETF (ITB) stake by 1.9% in Q2 2026, selling an estimated $26.5K and leaving 14,222 shares worth $1.49M. The position accounts for 0.09% of the portfolio, ranked #110.

Lyell Wealth Management first reported a position in ITB in Q1 2023 and has held it in 14 quarters since. 347 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

  • Lyell Wealth Management held 14,222 shares of iShares US Home Construction ETF worth $1.49M as of Q2 2026.
  • Lyell Wealth Management sold 279 iShares US Home Construction ETF shares in Q2 2026, an estimated $26.5K.
  • iShares US Home Construction ETF made up 0.09% of Lyell Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Lyell Wealth Management first reported a position in iShares US Home Construction ETF in Q1 2023 and has held it in 14 quarters since.
  • 347 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.