Innovative Advisory Group, LLC’s iShares US Home Construction ETF ITB Stock Holding History

Innovative Advisory Group, LLC’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	–	Sell	-28	Closed	-$2.7K	–	126
2025 Q4	$2.7K	Hold	28	–	–	﹤0.01%	187
2025 Q3	$3K	Hold	28	–	–	﹤0.01%	180
2025 Q2	$2.61K	Hold	28	–	–	﹤0.01%	180
2025 Q1	$2.67K	Hold	28	–	–	﹤0.01%	154
2024 Q4	$2.9K	Buy	+28	New	+$3.32K	﹤0.01%	147

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Innovative Advisory Group, LLC's ITB Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of iShares US Home Construction ETF (ITB) in Q1 2026, closing a stake of 28 shares — an estimated $2.7K sold.

Innovative Advisory Group, LLC first reported a position in ITB in Q4 2024 and held it in 5 quarters. The position peaked at $3K in Q3 2025. 325 funds tracked by Wall St. Rank hold ITB as of Q1 2026.

Innovative Advisory Group, LLC reported no remaining iShares US Home Construction ETF position as of Q1 2026 after selling out during the quarter.
Innovative Advisory Group, LLC sold 28 iShares US Home Construction ETF shares in Q1 2026, an estimated $2.7K.
Innovative Advisory Group, LLC first reported a position in iShares US Home Construction ETF in Q4 2024 and held it in 5 quarters.
Innovative Advisory Group, LLC's iShares US Home Construction ETF position peaked at $3K in Q3 2025.
325 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.