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Retirement Planning Group (New York)’s iShares US Home Construction ETF ITB Stock Holding History

Retirement Planning Group (New York)’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 		$215K Buy
+2,058
New +$195K 0.12% 105
2025
Q4 		– Sell
-2,057
Closed -$221K – 89
2025
Q3 		$221K Buy
+2,057
New +$217K 0.17% 82
2025
Q1 		– Sell
-2,304
Closed -$238K – 73
2024
Q4 		$238K Buy
+2,304
New +$273K 0.26% 59

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

Retirement Planning Group (New York)'s ITB Position: Q2 2026 in Review

Retirement Planning Group (New York) opened a new position in iShares US Home Construction ETF (ITB) in Q2 2026: 2,058 shares worth $215K. The stake represents 0.12% of the portfolio and ranks #105 among its holdings. This is a return to the name: Retirement Planning Group (New York) previously reported a position in ITB as recently as Q3 2025.

Retirement Planning Group (New York) first reported a position in ITB in Q4 2024 and has held it in 3 quarters since. The position peaked at $238K in Q4 2024. 347 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

  • Retirement Planning Group (New York) held 2,058 shares of iShares US Home Construction ETF worth $215K as of Q2 2026.
  • iShares US Home Construction ETF was a new Retirement Planning Group (New York) position in Q2 2026.
  • iShares US Home Construction ETF made up 0.12% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #105 holding.
  • Retirement Planning Group (New York) first reported a position in iShares US Home Construction ETF in Q4 2024 and has held it in 3 quarters since.
  • Retirement Planning Group (New York)'s iShares US Home Construction ETF position peaked at $238K in Q4 2024.
  • 347 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.