Pinnacle Wealth Planning Services
ITB icon

Pinnacle Wealth Planning Services’s iShares US Home Construction ETF ITB Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$1.39K Hold
16
– – ﹤0.01% 2554
2026
Q2 		$1.67K Hold
16
– – ﹤0.01% 2501
2026
Q1 		$1.45K Hold
16
– – ﹤0.01% 2501
2025
Q4 		$1.54K Buy
+16
New +$1.62K ﹤0.01% 2531

Other funds holding ITB

Meitav Investment House
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Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
Forte Asset Management
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
Washington Growth Strategies
Washington Growth Strategies Washington, District of Columbia $183M AUM 21.53% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's ITB Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its iShares US Home Construction ETF (ITB) position steady in Q3 2026 at 16 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #2554.

Pinnacle Wealth Planning Services first reported a position in ITB in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.67K in Q2 2026. 91 funds tracked by Wall St. Rank hold ITB as of Q3 2026.

  • Pinnacle Wealth Planning Services held 16 shares of iShares US Home Construction ETF worth $1.39K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its iShares US Home Construction ETF share count unchanged in Q3 2026.
  • iShares US Home Construction ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2554 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares US Home Construction ETF in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's iShares US Home Construction ETF position peaked at $1.67K in Q2 2026.
  • 91 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.