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Patriot Financial Group Insurance Agency’s iShares US Home Construction ETF ITB Stock Holding History

Patriot Financial Group Insurance Agency’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 		$204K Sell
1,949
-1,967
-50% -$187K 0.02% 471
2026
Q1 		$355K Buy
+3,916
New +$401K 0.02% 517
2025
Q4 		– Sell
-1,958
Closed -$210K – 535
2025
Q3 		$210K Buy
+1,958
New +$206K 0.03% 455
2025
Q1 		– Sell
-3,211
Closed -$332K – 511
2024
Q4 		$332K Sell
3,211
-525
-14% -$62.3K 0.04% 351
2024
Q3 		$475K Buy
+3,736
New +$433K 0.06% 300
2022
Q3 		– Sell
-352
Closed -$18K – 1161
2022
Q2 		$18K Buy
352
+1
+0.3% +$57 ﹤0.01% 1040
2022
Q1 		$21K Sell
351
-251
-42% -$17.2K ﹤0.01% 1069
2021
Q4 		$50K Sell
602
-100
-14% -$7.53K 0.01% 862
2021
Q3 		$46K Sell
702
-350
-33% -$24.7K 0.01% 893
2021
Q2 		$73K Buy
1,052
+1
+0.1% +$71 0.01% 717
2021
Q1 		$71K Buy
1,051
+350
+50% +$21.6K 0.02% 655
2020
Q4 		$39K Buy
701
+101
+17% +$5.69K 0.01% 765
2020
Q3 		$34K Buy
600
+50
+9% +$2.61K 0.01% 634
2020
Q2 		$24K Buy
+550
New +$21.1K 0.01% 700

Other funds holding ITB

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
KJHP
K.J. Harrison & Partners Toronto, Ontario, Canada $706M AUM 48.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ITB Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares US Home Construction ETF (ITB) stake by 50% in Q2 2026, selling an estimated $187K and leaving 1,949 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #471.

Patriot Financial Group Insurance Agency first reported a position in ITB in Q2 2020 and has held it in 14 quarters since. The position peaked at $475K in Q3 2024. 186 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 1,949 shares of iShares US Home Construction ETF worth $204K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 1,967 iShares US Home Construction ETF shares in Q2 2026, an estimated $187K.
  • iShares US Home Construction ETF made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #471 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares US Home Construction ETF in Q2 2020 and has held it in 14 quarters since.
  • Patriot Financial Group Insurance Agency's iShares US Home Construction ETF position peaked at $475K in Q3 2024.
  • 186 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.