Synergy Investment Management’s iShares US Home Construction ETF ITB Stock Holding History

Synergy Investment Management’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 Q1	$45.3K	Buy	+500	New	+$51.2K	0.01%	296
2025 Q2	–	Sell	-500	Closed	-$47.6K	–	320
2025 Q1	$47.6K	Hold	500	–	–	0.02%	242
2024 Q4	$51.7K	Buy	+500	New	+$59.3K	0.02%	233

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Synergy Investment Management's ITB Position: Q1 2026 in Review

Synergy Investment Management opened a new position in iShares US Home Construction ETF (ITB) in Q1 2026: 500 shares worth $45.3K. The stake represents 0.01% of the portfolio and ranks #296 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in ITB as recently as Q1 2025.

Synergy Investment Management first reported a position in ITB in Q4 2024 and has held it in 3 quarters since. The position peaked at $51.7K in Q4 2024. 324 funds tracked by Wall St. Rank hold ITB as of Q1 2026.

Synergy Investment Management held 500 shares of iShares US Home Construction ETF worth $45.3K as of Q1 2026.
iShares US Home Construction ETF was a new Synergy Investment Management position in Q1 2026.
iShares US Home Construction ETF made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #296 holding.
Synergy Investment Management first reported a position in iShares US Home Construction ETF in Q4 2024 and has held it in 3 quarters since.
Synergy Investment Management's iShares US Home Construction ETF position peaked at $51.7K in Q4 2024.
324 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.