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

Physician 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
2026 Q2	$49.3K	Buy	472 +1	+0.2%	+$95	0.01%	433
2026 Q1	$42.7K	Buy	471 +1	+0.2%	+$102	0.01%	432
2025 Q4	$45.3K	Hold	470	–	–	0.01%	411
2025 Q3	$50.4K	Buy	470 +1	+0.2%	+$105	0.01%	379
2025 Q2	$43.7K	Buy	469 +3	+0.6%	+$274	0.01%	371
2025 Q1	$44.3K	Buy	466 +3	+0.6%	+$305	0.01%	355
2024 Q4	$47.8K	Buy	+463	New	+$54.9K	0.01%	353

Other funds holding ITB

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

WGS

Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Physician Wealth Advisors's ITB Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares US Home Construction ETF (ITB) stake by 0.21% in Q2 2026, buying an estimated $95 and bringing the position to 472 shares worth $49.3K. The position accounts for 0.01% of the portfolio, ranked #433.

Physician Wealth Advisors first reported a position in ITB in Q4 2024 and has held it in 7 quarters since. The position peaked at $50.4K in Q3 2025. 45 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

Physician Wealth Advisors held 472 shares of iShares US Home Construction ETF worth $49.3K as of Q2 2026.
Physician Wealth Advisors bought 1 iShares US Home Construction ETF share in Q2 2026, an estimated $95.
iShares US Home Construction ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #433 holding.
Physician Wealth Advisors first reported a position in iShares US Home Construction ETF in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's iShares US Home Construction ETF position peaked at $50.4K in Q3 2025.
45 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.