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Oxford Financial Group’s iShares US Home Construction ETF ITB Stock Holding History

Oxford Financial 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
2026
Q2 		$36.6K Buy
+350
New +$33.2K ﹤0.01% 267
2024
Q3 		– Sell
-1,129
Closed -$114K – 317
2024
Q2 		$114K Hold
1,129
– – 0.01% 268
2024
Q1 		$131K Buy
1,129
+76
+7% +$7.97K 0.01% 230
2023
Q4 		$107K Buy
+1,053
New +$89.5K 0.01% 245

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

Oxford Financial Group's ITB Position: Q2 2026 in Review

Oxford Financial Group opened a new position in iShares US Home Construction ETF (ITB) in Q2 2026: 350 shares worth $36.6K. The stake represents ﹤0.01% of the portfolio and ranks #267 among its holdings. This is a return to the name: Oxford Financial Group previously reported a position in ITB as recently as Q2 2024.

Oxford Financial Group first reported a position in ITB in Q4 2023 and has held it in 4 quarters since. The position peaked at $131K in Q1 2024. 347 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

  • Oxford Financial Group held 350 shares of iShares US Home Construction ETF worth $36.6K as of Q2 2026.
  • iShares US Home Construction ETF was a new Oxford Financial Group position in Q2 2026.
  • iShares US Home Construction ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q2 2026, its #267 holding.
  • Oxford Financial Group first reported a position in iShares US Home Construction ETF in Q4 2023 and has held it in 4 quarters since.
  • Oxford Financial Group's iShares US Home Construction ETF position peaked at $131K in Q1 2024.
  • 347 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.