OWP
ITB icon

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

Obermeyer Wealth 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
2026
Q2 		$230K Buy
+2,200
New +$209K 0.01% 283
2026
Q1 		– Sell
-2,200
Closed -$212K – 304
2025
Q4 		$212K Hold
2,200
– – 0.01% 278
2025
Q3 		$236K Hold
2,200
– – 0.01% 265
2025
Q2 		$205K Buy
+2,200
New +$201K 0.01% 266

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

Obermeyer Wealth Partners's ITB Position: Q2 2026 in Review

Obermeyer Wealth Partners opened a new position in iShares US Home Construction ETF (ITB) in Q2 2026: 2,200 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #283 among its holdings. This is a return to the name: Obermeyer Wealth Partners previously reported a position in ITB as recently as Q4 2025.

Obermeyer Wealth Partners first reported a position in ITB in Q2 2025 and has held it in 4 quarters since. The position peaked at $236K in Q3 2025. 346 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

  • Obermeyer Wealth Partners held 2,200 shares of iShares US Home Construction ETF worth $230K as of Q2 2026.
  • iShares US Home Construction ETF was a new Obermeyer Wealth Partners position in Q2 2026.
  • iShares US Home Construction ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #283 holding.
  • Obermeyer Wealth Partners first reported a position in iShares US Home Construction ETF in Q2 2025 and has held it in 4 quarters since.
  • Obermeyer Wealth Partners's iShares US Home Construction ETF position peaked at $236K in Q3 2025.
  • 346 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.