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

United Capital 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
Q1 		$520K Sell
5,740
-979
-15% -$100K ﹤0.01% 1053
2025
Q4 		$647K Buy
6,719
+829
+14% +$83.7K ﹤0.01% 876
2025
Q3 		$632K Hold
5,890
– – ﹤0.01% 790
2025
Q2 		$549K Sell
5,890
-255
-4% -$23.3K ﹤0.01% 757
2025
Q1 		$585K Sell
6,145
-130
-2% -$13.2K 0.01% 702
2024
Q4 		$649K Buy
6,275
+630
+11% +$74.7K 0.01% 665
2024
Q3 		$717K Sell
5,645
-309
-5% -$35.8K 0.01% 624
2024
Q2 		$602K Sell
5,954
-373
-6% -$39.4K 0.01% 660
2024
Q1 		$733K Sell
6,327
-1,567
-20% -$164K 0.01% 641
2023
Q4 		$803K Sell
7,894
-2,823
-26% -$240K 0.01% 600
2023
Q3 		$841K Sell
10,717
-440
-4% -$37.4K 0.01% 550
2023
Q2 		$953K Sell
11,157
-2,445
-18% -$186K 0.01% 559
2023
Q1 		$956K Sell
13,602
-820
-6% -$55.4K 0.01% 589
2022
Q4 		$874K Sell
14,422
-187
-1% -$10.8K ﹤0.01% 642
2022
Q3 		$760K Sell
14,609
-7,764
-35% -$447K ﹤0.01% 670
2022
Q2 		$1.18M Sell
22,373
-387,491
-95% -$22.1M 0.01% 605
2022
Q1 		$24.3M Buy
409,864
+2,439
+0.6% +$167K 0.12% 169
2021
Q4 		$33.8M Buy
407,425
+272
+0.1% +$20.5K 0.16% 135
2021
Q3 		$26.9M Buy
407,153
+6,788
+2% +$478K 0.13% 155
2021
Q2 		$27.7M Buy
400,365
+4,598
+1% +$326K 0.14% 154
2021
Q1 		$26.9M Buy
395,767
+12,872
+3% +$794K 0.15% 152
2020
Q4 		$21.4M Buy
382,895
+5,220
+1% +$294K 0.13% 170
2020
Q3 		$21.4M Buy
377,675
+13,577
+4% +$710K 0.14% 163
2020
Q2 		$16.1M Buy
364,098
+4,094
+1% +$157K 0.12% 187
2020
Q1 		$10.4M Buy
360,004
+16,369
+5% +$701K 0.09% 229
2019
Q4 		$15.3M Sell
343,635
-930
-0.3% -$41.5K 0.1% 240
2019
Q3 		$14.9M Sell
344,565
-8,924
-3% -$358K 0.1% 233
2019
Q2 		$13.5M Buy
353,489
+1,734
+0.5% +$65.6K 0.09% 244
2019
Q1 		$12.4M Buy
351,755
+28,469
+9% +$967K 0.09% 258
2018
Q4 		$9.71M Sell
323,286
-8,384
-3% -$264K 0.08% 260
2018
Q3 		$11.7M Buy
331,670
+10,007
+3% +$380K 0.08% 262
2018
Q2 		$12.3M Buy
321,663
+11,891
+4% +$463K 0.09% 256
2018
Q1 		$12.2M Sell
309,772
-412,457
-57% -$17.2M 0.09% 248
2017
Q4 		$31.6M Buy
722,229
+421,470
+140% +$17.1M 0.25% 92
2017
Q3 		$11M Buy
300,759
+281,202
+1,438% +$9.67M 0.09% 260
2017
Q2 		$664K Hold
19,557
– – 0.01% 863
2017
Q1 		$625K Buy
19,557
+209
+1% +$6.26K 0.01% 865
2016
Q4 		$532K Hold
19,348
– – 0.01% 925
2016
Q3 		$533K Buy
19,348
+146
+0.8% +$4.18K 0.01% 952
2016
Q2 		$538K Buy
19,202
+50
+0.3% +$1.36K 0.01% 892
2016
Q1 		$519K Sell
19,152
-2,815
-13% -$69.2K 0.01% 865
2015
Q4 		$595K Sell
21,967
-332,226
-94% -$9.15M 0.01% 846
2015
Q3 		$9.24M Buy
354,193
+289,984
+452% +$8.07M 0.11% 204
2015
Q2 		$1.76M Buy
64,209
+42,351
+194% +$1.15M 0.02% 597
2015
Q1 		$567K Buy
21,858
+3,706
+20% +$98.8K 0.01% 861
2014
Q4 		$470K Buy
18,152
+1,152
+7% +$28.1K 0.01% 843
2014
Q3 		$382K Sell
17,000
-49
-0.3% -$1.15K 0.01% 865
2014
Q2 		$423K Sell
17,049
-1,200
-7% -$28.7K 0.01% 710
2014
Q1 		$442K Buy
+18,249
New +$451K 0.01% 658

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Goldman Sachs
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

United Capital Financial Advisors's ITB Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares US Home Construction ETF (ITB) stake by 15% in Q1 2026, selling an estimated $100K and leaving 5,740 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

United Capital Financial Advisors first reported a position in ITB in Q1 2014 and has held it in 49 quarters since. The position peaked at $33.8M in Q4 2021. 324 funds tracked by Wall St. Rank hold ITB as of Q1 2026.

  • United Capital Financial Advisors held 5,740 shares of iShares US Home Construction ETF worth $520K as of Q1 2026.
  • United Capital Financial Advisors sold 979 iShares US Home Construction ETF shares in Q1 2026, an estimated $100K.
  • iShares US Home Construction ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1053 holding.
  • United Capital Financial Advisors first reported a position in iShares US Home Construction ETF in Q1 2014 and has held it in 49 quarters since.
  • United Capital Financial Advisors's iShares US Home Construction ETF position peaked at $33.8M in Q4 2021.
  • 324 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.