NorthRock Partners’s iShares US Home Construction ETF ITB Stock Holding History

NorthRock Partners’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 Q2	–	Sell	-200	Closed	-$19K	–	807
2025 Q1	$19K	Hold	200	–	–	﹤0.01%	745
2024 Q4	$20.7K	Hold	200	–	–	﹤0.01%	695
2024 Q3	$25.4K	Hold	200	–	–	﹤0.01%	729
2024 Q2	$20.2K	Hold	200	–	–	﹤0.01%	716
2024 Q1	$23.2K	Hold	200	–	–	﹤0.01%	700
2023 Q4	$20.3K	Buy	+200	New	+$17K	﹤0.01%	655

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

NorthRock Partners's ITB Position: Q2 2025 in Review

NorthRock Partners sold out of iShares US Home Construction ETF (ITB) in Q2 2025, closing a stake of 200 shares — an estimated $19K sold.

NorthRock Partners first reported a position in ITB in Q4 2023 and held it in 6 quarters. The position peaked at $25.4K in Q3 2024. 318 funds tracked by Wall St. Rank hold ITB as of Q2 2025.

NorthRock Partners reported no remaining iShares US Home Construction ETF position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 200 iShares US Home Construction ETF shares in Q2 2025, an estimated $19K.
NorthRock Partners first reported a position in iShares US Home Construction ETF in Q4 2023 and held it in 6 quarters.
NorthRock Partners's iShares US Home Construction ETF position peaked at $25.4K in Q3 2024.
318 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.