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

Sowell Financial 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
Q2 		$227K Sell
2,171
-128
-6% -$12.1K 0.01% 1005
2026
Q1 		$208K Sell
2,299
-59
-3% -$6.04K 0.01% 1036
2025
Q4 		$227K Sell
2,358
-259
-10% -$26.2K 0.01% 959
2025
Q3 		$281K Sell
2,617
-749
-22% -$78.9K 0.01% 836
2025
Q2 		$314K Buy
3,366
+1
+0% +$91 0.01% 765
2025
Q1 		$320K Buy
+3,365
New +$342K 0.01% 733
2024
Q2 		– Sell
-19,639
Closed -$2.27M – 546
2024
Q1 		$2.27M Buy
19,639
+6,804
+53% +$714K 0.11% 206
2023
Q4 		$1.31M Buy
12,835
+1,515
+13% +$129K 0.07% 288
2023
Q3 		$890K Buy
+11,320
New +$961K 0.06% 319
2022
Q1 		– Sell
-56,480
Closed -$4.68M – 338
2021
Q4 		$4.68M Buy
56,480
+44,627
+377% +$3.36M 0.27% 84
2021
Q3 		$784K Sell
11,853
-3,343
-22% -$236K 0.05% 331
2021
Q2 		$1.05M Sell
15,196
-9,563
-39% -$678K 0.07% 295
2021
Q1 		$1.87M Buy
24,759
+6,106
+33% +$377K 0.07% 261
2020
Q4 		$1.04M Buy
18,653
+3,327
+22% +$187K 0.04% 320
2020
Q3 		$868K Sell
15,326
-2,877
-16% -$150K 0.04% 331
2020
Q2 		$804K Sell
18,203
-68,553
-79% -$2.63M 0.04% 330
2020
Q1 		$2.51M Buy
86,756
+71,226
+459% +$3.05M 0.19% 122
2019
Q4 		$690K Sell
15,530
-11,790
-43% -$526K 0.05% 358
2019
Q3 		$1.18M Buy
+27,320
New +$1.1M 0.1% 216
2019
Q1 		$485K Buy
+13,762
New +$468K 0.05% 334
2018
Q1 		– Sell
-11,623
Closed -$529K – 288
2017
Q4 		$529K Sell
11,623
-4,250
-27% -$172K 0.13% 152
2017
Q3 		$635K Buy
+15,873
New +$546K 0.17% 118
2017
Q1 		– Sell
-39
Closed -$1K – 412
2016
Q4 		$1K Buy
+39
New +$1.06K ﹤0.01% 617

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

Sowell Financial Services's ITB Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares US Home Construction ETF (ITB) stake by 5.6% in Q2 2026, selling an estimated $12.1K and leaving 2,171 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #1005.

Sowell Financial Services first reported a position in ITB in Q4 2016 and has held it in 23 quarters since. The position peaked at $4.68M in Q4 2021. 346 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

  • Sowell Financial Services held 2,171 shares of iShares US Home Construction ETF worth $227K as of Q2 2026.
  • Sowell Financial Services sold 128 iShares US Home Construction ETF shares in Q2 2026, an estimated $12.1K.
  • iShares US Home Construction ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1005 holding.
  • Sowell Financial Services first reported a position in iShares US Home Construction ETF in Q4 2016 and has held it in 23 quarters since.
  • Sowell Financial Services's iShares US Home Construction ETF position peaked at $4.68M in Q4 2021.
  • 346 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.