PF
ITB icon

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

PlanVest Financial’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 		$3.14K Hold
30
– – ﹤0.01% 494
2026
Q1 		$2.73K Buy
+30
New +$3.07K ﹤0.01% 476

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

PlanVest Financial's ITB Position: Q2 2026 in Review

PlanVest Financial held its iShares US Home Construction ETF (ITB) position steady in Q2 2026 at 30 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

PlanVest Financial first reported a position in ITB in Q1 2026 and has held it in 2 quarters since. 335 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

  • PlanVest Financial held 30 shares of iShares US Home Construction ETF worth $3.14K as of Q2 2026.
  • PlanVest Financial left its iShares US Home Construction ETF share count unchanged in Q2 2026.
  • iShares US Home Construction ETF made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #494 holding.
  • PlanVest Financial first reported a position in iShares US Home Construction ETF in Q1 2026 and has held it in 2 quarters since.
  • 335 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.