VFA
ITB icon

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

Valeo 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
Q3 		– Sell
-2,244
Closed -$234K – 884
2026
Q2 		$234K Hold
2,244
– – ﹤0.01% 707
2026
Q1 		$203K Buy
2,244
+57
+3% +$5.83K ﹤0.01% 683
2025
Q4 		$211K Hold
2,187
– – ﹤0.01% 743
2025
Q3 		$235K Hold
2,187
– – 0.01% 697
2025
Q2 		$204K Hold
2,187
– – 0.01% 706
2025
Q1 		$208K Sell
2,187
-136
-6% -$13.8K 0.01% 632
2024
Q4 		$240K Buy
2,323
+21
+0.9% +$2.49K 0.01% 612
2024
Q3 		$293K Buy
2,302
+115
+5% +$13.3K 0.01% 535
2024
Q2 		$221K Hold
2,187
– – 0.01% 587
2024
Q1 		$229K Sell
2,187
-401
-15% -$42.1K 0.01% 575
2023
Q4 		$263K Hold
2,588
– – 0.01% 532
2023
Q3 		$203K Hold
2,588
– – 0.01% 564
2023
Q2 		$221K Buy
+2,588
New +$197K 0.01% 515
2022
Q1 		– Sell
-2,688
Closed -$223K – 662
2021
Q4 		$223K Buy
+2,688
New +$203K 0.01% 489
2021
Q2 		– Sell
-2,588
Closed -$176K – 1157
2021
Q1 		$176K Hold
2,588
– – 0.01% 473
2020
Q4 		$144K Hold
2,588
– – 0.01% 485
2020
Q3 		$147K Sell
2,588
-314
-11% -$16.4K 0.01% 385
2020
Q2 		$128K Buy
2,902
+314
+12% +$12K 0.01% 425
2020
Q1 		$87K Hold
2,588
– – 0.01% 458
2019
Q4 		$115K Hold
2,588
– – 0.01% 431
2019
Q3 		$112K Hold
2,588
– – 0.01% 411
2019
Q2 		$99K Sell
2,588
-4,000
-61% -$151K 0.01% 440
2019
Q1 		$232K Sell
6,588
-100
-1% -$3.4K 0.03% 250
2018
Q4 		$201K Hold
6,688
– – 0.03% 253
2018
Q3 		$208K Buy
6,688
+2,000
+43% +$75.9K 0.03% 268
2018
Q2 		$173K Buy
4,688
+300
+7% +$11.7K 0.02% 303
2018
Q1 		$173K Buy
4,388
+1,235
+39% +$51.5K 0.03% 269
2017
Q4 		$138K Buy
3,153
+300
+11% +$12.2K 0.02% 289
2017
Q3 		$104K Buy
+2,853
New +$98.1K 0.02% 286

Other funds holding ITB

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Valeo Financial Advisors's ITB Position: Q3 2026 in Review

Valeo Financial Advisors sold out of iShares US Home Construction ETF (ITB) in Q3 2026, closing a stake of 2,244 shares — an estimated $234K sold.

Valeo Financial Advisors first reported a position in ITB in Q3 2017 and held it in 29 quarters. The position peaked at $293K in Q3 2024. 14 funds tracked by Wall St. Rank hold ITB as of Q3 2026.

  • Valeo Financial Advisors reported no remaining iShares US Home Construction ETF position as of Q3 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,244 iShares US Home Construction ETF shares in Q3 2026, an estimated $234K.
  • Valeo Financial Advisors first reported a position in iShares US Home Construction ETF in Q3 2017 and held it in 29 quarters.
  • Valeo Financial Advisors's iShares US Home Construction ETF position peaked at $293K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.