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

Meridian 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	$1.81M	Buy	19,960 +1,396	+8%	+$143K	0.06%	241
2025 Q4	$1.79M	Sell	18,564 -7	-0%	-$707	0.06%	247
2025 Q3	$1.99M	Buy	18,571 +1,003	+6%	+$106K	0.08%	218
2025 Q2	$1.64M	Buy	17,568 +767	+5%	+$70.1K	0.07%	230
2025 Q1	$1.6M	Buy	16,801 +2,591	+18%	+$263K	0.08%	207
2024 Q4	$1.47M	Sell	14,210 -1,798	-11%	-$213K	0.07%	224
2024 Q3	$2.03M	Buy	+16,008	New	+$1.85M	0.1%	178
2022 Q2	–	Sell	-17,849	Closed	-$1.06M	–	569
2022 Q1	$1.06M	Sell	17,849 -2,035	-10%	-$139K	0.12%	152
2021 Q4	$1.65M	Buy	19,884 +841	+4%	+$63.4K	0.18%	110
2021 Q3	$1.26M	Buy	19,043 +230	+1%	+$16.2K	0.16%	129
2021 Q2	$1.3M	Buy	+18,813	New	+$1.33M	0.17%	119

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

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

Meridian Wealth Management increased its iShares US Home Construction ETF (ITB) stake by 7.5% in Q1 2026, buying an estimated $143K and bringing the position to 19,960 shares worth $1.81M. The position accounts for 0.06% of the portfolio, ranked #241.

Meridian Wealth Management first reported a position in ITB in Q2 2021 and has held it in 11 quarters since. The position peaked at $2.03M in Q3 2024. 324 funds tracked by Wall St. Rank hold ITB as of Q1 2026.

Meridian Wealth Management held 19,960 shares of iShares US Home Construction ETF worth $1.81M as of Q1 2026.
Meridian Wealth Management bought 1,396 iShares US Home Construction ETF shares in Q1 2026, an estimated $143K.
iShares US Home Construction ETF made up 0.06% of Meridian Wealth Management's portfolio in Q1 2026, its #241 holding.
Meridian Wealth Management first reported a position in iShares US Home Construction ETF in Q2 2021 and has held it in 11 quarters since.
Meridian Wealth Management's iShares US Home Construction ETF position peaked at $2.03M in Q3 2024.
324 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.