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

Tobias Financial Advisors’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	$211K	Buy	+2,016	New	+$191K	0.03%	141
2025 Q4	–	Sell	-1,976	Closed	-$212K	–	148
2025 Q3	$212K	Buy	+1,976	New	+$208K	0.03%	125
2025 Q1	–	Sell	-1,976	Closed	-$204K	–	115
2024 Q4	$204K	Hold	1,976	–	–	0.04%	106
2024 Q3	$251K	Buy	+1,976	New	+$229K	0.05%	93
2024 Q2	–	Sell	-1,976	Closed	-$229K	–	106
2024 Q1	$229K	Hold	1,976	–	–	0.05%	90
2023 Q4	$201K	Buy	+1,976	New	+$168K	0.05%	91

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Tobias Financial Advisors's ITB Position: Q2 2026 in Review

Tobias Financial Advisors opened a new position in iShares US Home Construction ETF (ITB) in Q2 2026: 2,016 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #141 among its holdings. This is a return to the name: Tobias Financial Advisors previously reported a position in ITB as recently as Q3 2025.

Tobias Financial Advisors first reported a position in ITB in Q4 2023 and has held it in 6 quarters since. The position peaked at $251K in Q3 2024. 347 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

Tobias Financial Advisors held 2,016 shares of iShares US Home Construction ETF worth $211K as of Q2 2026.
iShares US Home Construction ETF was a new Tobias Financial Advisors position in Q2 2026.
iShares US Home Construction ETF made up 0.03% of Tobias Financial Advisors's portfolio in Q2 2026, its #141 holding.
Tobias Financial Advisors first reported a position in iShares US Home Construction ETF in Q4 2023 and has held it in 6 quarters since.
Tobias Financial Advisors's iShares US Home Construction ETF position peaked at $251K in Q3 2024.
347 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.