Outlook Wealth Advisors’s iShares US Home Construction ETF ITB Stock Holding History

Outlook Wealth Advisors’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 Q4	–	Sell	-8,070	Closed	-$866K	–	305
2025 Q3	$866K	Sell	8,070 -383	-5%	-$40.3K	0.22%	102
2025 Q2	$788K	Sell	8,453 -101	-1%	-$9.23K	0.2%	97
2025 Q1	$814K	Sell	8,554 -68	-0.8%	-$6.91K	0.23%	85
2024 Q4	$891K	Sell	8,622 -223	-3%	-$26.5K	0.26%	79
2024 Q3	$1.12M	Sell	8,845 -14,578	-62%	-$1.69M	0.32%	59
2024 Q2	$908K	Buy	23,423 +412	+2%	+$43.6K	0.28%	71
2024 Q1	$2.66M	Sell	23,011 -116	-0.5%	-$12.2K	0.82%	27
2023 Q4	$2.35M	Sell	23,127 -664	-3%	-$56.4K	0.82%	26
2023 Q3	$1.87M	Buy	23,791 +250	+1%	+$21.2K	0.71%	33
2023 Q2	$2.01M	Sell	23,541 -221	-0.9%	-$16.8K	0.76%	29
2023 Q1	$1.67M	Buy	+23,762	New	+$1.6M	0.74%	34

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

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMEA

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Outlook Wealth Advisors's ITB Position: Q4 2025 in Review

Outlook Wealth Advisors sold out of iShares US Home Construction ETF (ITB) in Q4 2025, closing a stake of 8,070 shares — an estimated $866K sold.

Outlook Wealth Advisors first reported a position in ITB in Q1 2023 and held it in 11 quarters. The position peaked at $2.66M in Q1 2024. 359 funds tracked by Wall St. Rank hold ITB as of Q4 2025.

Outlook Wealth Advisors reported no remaining iShares US Home Construction ETF position as of Q4 2025 after selling out during the quarter.
Outlook Wealth Advisors sold 8,070 iShares US Home Construction ETF shares in Q4 2025, an estimated $866K.
Outlook Wealth Advisors first reported a position in iShares US Home Construction ETF in Q1 2023 and held it in 11 quarters.
Outlook Wealth Advisors's iShares US Home Construction ETF position peaked at $2.66M in Q1 2024.
359 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2025.

Based on Outlook Wealth Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.