Mullaney, Keating & Wright’s iShares US Home Construction ETF ITB Stock Holding History

Mullaney, Keating & Wright’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	$209K	Buy	+2,000	New	+$190K	0.1%	70
2025 Q4	–	Sell	-2,000	Closed	-$215K	–	73
2025 Q3	$215K	Buy	+2,000	New	+$211K	0.12%	66
2025 Q1	–	Sell	-2,000	Closed	-$207K	–	60
2024 Q4	$207K	Hold	2,000	–	–	0.14%	59
2024 Q3	$254K	Sell	2,000 -300	-13%	-$34.8K	0.18%	49
2024 Q2	$232K	Buy	+2,300	New	+$243K	0.18%	49

Other funds holding ITB

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IFC & Insurance Marketing Auburn, California $114M AUM

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return