Trust Point Inc’s iShares US Home Construction ETF ITB Stock Holding History

Trust Point Inc’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	$241K	Hold	2,308	–	–	0.02%	401
2026 Q1	$209K	Hold	2,308	–	–	0.02%	498
2025 Q4	$222K	Hold	2,308	–	–	0.02%	442
2025 Q3	$248K	Hold	2,308	–	–	0.02%	409
2025 Q2	$215K	Hold	2,308	–	–	0.02%	367
2025 Q1	$220K	Hold	2,308	–	–	0.02%	418
2024 Q4	$239K	Hold	2,308	–	–	0.02%	495
2024 Q3	$293K	Hold	2,308	–	–	0.02%	404
2024 Q2	$233K	Hold	2,308	–	–	0.02%	446
2024 Q1	$267K	Hold	2,308	–	–	0.02%	434
2023 Q4	$235K	Buy	+2,308	New	+$196K	0.02%	450

Other funds holding ITB

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IFC & Insurance Marketing Auburn, California $114M AUM

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Mullaney, Keating & Wright Middletown, Connecticut $207M AUM 26.34% 1-Year Est. Return