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

MinichMacGregor 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
2025
Q1 		– Sell
-174,088
Closed -$18M – 135
2024
Q4 		$18M Buy
174,088
+132
+0.1% +$15.7K 3.74% 4
2024
Q3 		$22.1M Sell
173,956
-2,733
-2% -$317K 4.74% 3
2024
Q2 		$17.9M Sell
176,689
-1,895
-1% -$200K 4.36% 3
2024
Q1 		$20.4M Sell
178,584
-31,640
-15% -$3.32M 5.2% 3
2023
Q4 		$21.4M Sell
210,224
-28,324
-12% -$2.41M 6.18% 3
2023
Q3 		$18.7M Sell
238,548
-13,134
-5% -$1.12M 6.2% 2
2023
Q2 		$21.5M Buy
251,682
+112,967
+81% +$8.59M 6.72% 1
2023
Q1 		$9.75M Buy
138,715
+138,705
+1,387,050% +$9.37M 3.23% 8
2022
Q4 		$606 Buy
+10
New +$577 ﹤0.01% 662
2022
Q1 		– Sell
-148,115
Closed -$12.3M – 94
2021
Q4 		$12.3M Buy
148,115
+2,760
+2% +$208K 3.74% 5
2021
Q3 		$9.62M Buy
145,355
+9
+0% +$634 3.24% 12
2021
Q2 		$10.1M Sell
145,346
-6,890
-5% -$488K 3.53% 11
2021
Q1 		$10.3M Sell
152,236
-4,155
-3% -$256K 3.86% 7
2020
Q4 		$8.73M Buy
156,391
+13,630
+10% +$768K 3.56% 10
2020
Q3 		$8.09M Buy
142,761
+38,433
+37% +$2.01M 3.82% 7
2020
Q2 		$4.61M Buy
+104,328
New +$4M 2.55% 12

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SAM
Scopus Asset Management New York $7.11B AUM 32.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

MinichMacGregor Wealth Management's ITB Position: Q1 2025 in Review

MinichMacGregor Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q1 2025, closing a stake of 174,088 shares — an estimated $18M sold.

MinichMacGregor Wealth Management first reported a position in ITB in Q2 2020 and held it in 16 quarters. The position peaked at $22.1M in Q3 2024. 324 funds tracked by Wall St. Rank hold ITB as of Q1 2025.

  • MinichMacGregor Wealth Management reported no remaining iShares US Home Construction ETF position as of Q1 2025 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 174,088 iShares US Home Construction ETF shares in Q1 2025, an estimated $18M.
  • MinichMacGregor Wealth Management first reported a position in iShares US Home Construction ETF in Q2 2020 and held it in 16 quarters.
  • MinichMacGregor Wealth Management's iShares US Home Construction ETF position peaked at $22.1M in Q3 2024.
  • 324 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.