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

Tortoise 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
2025 Q4	–	Sell	-335	Closed	-$35.9K	–	824
2025 Q3	$35.9K	Hold	335	–	–	﹤0.01%	443
2025 Q2	$31.2K	Hold	335	–	–	﹤0.01%	449
2025 Q1	$31.9K	Hold	335	–	–	﹤0.01%	433
2024 Q4	$34.6K	Hold	335	–	–	﹤0.01%	479
2024 Q3	$42.6K	Hold	335	–	–	﹤0.01%	435
2024 Q2	$33.9K	Hold	335	–	–	﹤0.01%	450
2024 Q1	$38.8K	Buy	+335	New	+$35.1K	﹤0.01%	412

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Tortoise Investment Management's ITB Position: Q4 2025 in Review

Tortoise Investment Management sold out of iShares US Home Construction ETF (ITB) in Q4 2025, closing a stake of 335 shares — an estimated $35.9K sold.

Tortoise Investment Management first reported a position in ITB in Q1 2024 and held it in 7 quarters. The position peaked at $42.6K in Q3 2024. 359 funds tracked by Wall St. Rank hold ITB as of Q4 2025.

Tortoise Investment Management reported no remaining iShares US Home Construction ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 335 iShares US Home Construction ETF shares in Q4 2025, an estimated $35.9K.
Tortoise Investment Management first reported a position in iShares US Home Construction ETF in Q1 2024 and held it in 7 quarters.
Tortoise Investment Management's iShares US Home Construction ETF position peaked at $42.6K in Q3 2024.
359 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.