Oliver Lagore Vanvalin Investment Group’s iShares US Home Construction ETF ITB Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$13.8K	Buy	+145	New	+$13.2K	0.01%	390
2024 Q4	$13K	Hold	126	–	–	﹤0.01%	414
2024 Q3	$16K	Sell	126 -18	-13%	-$2.09K	﹤0.01%	372
2024 Q2	$14.6K	Hold	144	–	–	﹤0.01%	371
2024 Q1	$16.7K	Sell	144 -18	-11%	-$1.89K	﹤0.01%	359
2023 Q4	$16.5K	Sell	162 -7	-4%	-$595	0.01%	341
2023 Q3	$13.3K	Buy	+169	New	+$14.4K	0.01%	395
2023 Q2	–	Sell	-31	Closed	-$2.18K	–	812
2023 Q1	$2.18K	Hold	31	–	–	﹤0.01%	579
2022 Q4	$1.88K	Hold	31	–	–	﹤0.01%	564
2022 Q3	$2K	Sell	31 -22	-42%	-$1.27K	﹤0.01%	528
2022 Q2	$3K	Sell	53 -12	-18%	-$685	﹤0.01%	468
2022 Q1	$3K	Sell	65 -32,835	-100%	-$2.25M	﹤0.01%	467
2021 Q4	$2.73M	Buy	+32,900	New	+$2.48M	0.2%	55

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 $6.28B AUM 24.26% 1-Year Est. Return

MMEA

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

Oliver Lagore Vanvalin Investment Group's ITB Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares US Home Construction ETF (ITB) in Q2 2025: 145 shares worth $13.8K. The stake represents 0.01% of the portfolio and ranks #390 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in ITB as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in ITB in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.73M in Q4 2021. 318 funds tracked by Wall St. Rank hold ITB as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 145 shares of iShares US Home Construction ETF worth $13.8K as of Q2 2025.
iShares US Home Construction ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares US Home Construction ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #390 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares US Home Construction ETF in Q4 2021 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares US Home Construction ETF position peaked at $2.73M in Q4 2021.
318 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.