Valley National Advisers’s iShares US Home Construction ETF ITB Stock Holding History

Valley National Advisers’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 Q2	–	Sell	-529	Closed	-$50K	–	836
2025 Q1	$50K	Sell	529 -283	-35%	-$28.8K	0.01%	375
2024 Q4	$83K	Hold	812	–	–	0.01%	299
2024 Q3	$103K	Hold	812	–	–	0.02%	280
2024 Q2	$82K	Hold	812	–	–	0.01%	331
2024 Q1	$94K	Hold	812	–	–	0.01%	328
2023 Q4	$82K	Hold	812	–	–	0.01%	337
2023 Q3	$64K	Hold	812	–	–	0.01%	354
2023 Q2	$70K	Hold	812	–	–	0.01%	349
2023 Q1	$61K	Hold	812	–	–	0.01%	364
2022 Q4	$53K	Hold	812	–	–	0.01%	378
2022 Q3	$44K	Hold	812	–	–	0.01%	385
2022 Q2	$46K	Hold	812	–	–	0.01%	361
2022 Q1	$48K	Hold	812	–	–	0.01%	376
2021 Q4	$67K	Hold	812	–	–	0.01%	327
2021 Q3	$54K	Hold	812	–	–	0.01%	339
2021 Q2	$56K	Hold	812	–	–	0.01%	336
2021 Q1	$55K	Hold	812	–	–	0.01%	326
2020 Q4	$45K	Hold	812	–	–	0.01%	326
2020 Q3	$46K	Hold	812	–	–	0.01%	296
2020 Q2	$36K	Sell	812 -2,688	-77%	-$103K	0.01%	319
2020 Q1	$101K	Buy	3,500 +2,171	+163%	+$93K	0.03%	212
2019 Q4	$59K	Hold	1,329	–	–	0.01%	297
2019 Q3	$58K	Buy	1,329 +812	+157%	+$32.5K	0.02%	291
2019 Q2	$20K	Sell	517 -1,544	-75%	-$58.4K	0.01%	399
2019 Q1	$73K	Buy	+2,061	New	+$70K	0.02%	262
2018 Q1	–	Sell	-279	Closed	-$12K	–	671
2017 Q4	$12K	Hold	279	–	–	﹤0.01%	386
2017 Q3	$10K	Hold	279	–	–	﹤0.01%	403
2017 Q2	$9K	Hold	279	–	–	﹤0.01%	412
2017 Q1	$9K	Hold	279	–	–	﹤0.01%	422
2016 Q4	$8K	Hold	279	–	–	﹤0.01%	440
2016 Q3	$8K	Hold	279	–	–	﹤0.01%	411
2016 Q2	$8K	Hold	279	–	–	﹤0.01%	404
2016 Q1	$8K	Hold	279	–	–	﹤0.01%	396
2015 Q4	$8K	Hold	279	–	–	﹤0.01%	398
2015 Q3	$7K	Hold	279	–	–	﹤0.01%	416
2015 Q2	$8K	Hold	279	–	–	﹤0.01%	405
2015 Q1	$8K	Buy	+279	New	+$7.44K	﹤0.01%	406

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

MMEA

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

Valley National Advisers's ITB Position: Q2 2025 in Review

Valley National Advisers sold out of iShares US Home Construction ETF (ITB) in Q2 2025, closing a stake of 529 shares — an estimated $50K sold.

Valley National Advisers first reported a position in ITB in Q1 2015 and held it in 37 quarters. The position peaked at $103K in Q3 2024. 319 funds tracked by Wall St. Rank hold ITB as of Q2 2025.

Valley National Advisers reported no remaining iShares US Home Construction ETF position as of Q2 2025 after selling out during the quarter.
Valley National Advisers sold 529 iShares US Home Construction ETF shares in Q2 2025, an estimated $50K.
Valley National Advisers first reported a position in iShares US Home Construction ETF in Q1 2015 and held it in 37 quarters.
Valley National Advisers's iShares US Home Construction ETF position peaked at $103K in Q3 2024.
319 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2025.

Based on Valley National Advisers's 13F filing for Q2 2025, filed 22 Jul 2025.