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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
Q2 		$52.2K Hold
500
– – 0.01% 377
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
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
Clal Insurance
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Meitav Investment House
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

Synergy Investment Management's ITB Position: Q2 2026 in Review

Synergy Investment Management held its iShares US Home Construction ETF (ITB) position steady in Q2 2026 at 500 shares worth $52.2K. The position accounts for 0.01% of the portfolio, ranked #377.

Synergy Investment Management first reported a position in ITB in Q4 2024 and has held it in 4 quarters since. 347 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

  • Synergy Investment Management held 500 shares of iShares US Home Construction ETF worth $52.2K as of Q2 2026.
  • Synergy Investment Management left its iShares US Home Construction ETF share count unchanged in Q2 2026.
  • iShares US Home Construction ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #377 holding.
  • Synergy Investment Management first reported a position in iShares US Home Construction ETF in Q4 2024 and has held it in 4 quarters since.
  • 347 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.