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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
Q2 		$2.25M Buy
21,523
+1,563
+8% +$148K 0.07% 238
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
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

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

Meridian Wealth Management increased its iShares US Home Construction ETF (ITB) stake by 7.8% in Q2 2026, buying an estimated $148K and bringing the position to 21,523 shares worth $2.25M. The position accounts for 0.07% of the portfolio, ranked #238.

Meridian Wealth Management first reported a position in ITB in Q2 2021 and has held it in 12 quarters since. 346 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

  • Meridian Wealth Management held 21,523 shares of iShares US Home Construction ETF worth $2.25M as of Q2 2026.
  • Meridian Wealth Management bought 1,563 iShares US Home Construction ETF shares in Q2 2026, an estimated $148K.
  • iShares US Home Construction ETF made up 0.07% of Meridian Wealth Management's portfolio in Q2 2026, its #238 holding.
  • Meridian Wealth Management first reported a position in iShares US Home Construction ETF in Q2 2021 and has held it in 12 quarters since.
  • 346 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

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