Wealth Enhancement Advisory Services
ITB icon

Wealth Enhancement Advisory Services’s iShares US Home Construction ETF ITB Stock Holding History

Wealth Enhancement Advisory Services’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 		$307K Sell
3,139
-183
-6% -$17.4K ﹤0.01% 3182
2026
Q1 		$300K Sell
3,322
-619
-16% -$63.3K ﹤0.01% 2780
2025
Q4 		$390K Buy
3,941
+437
+12% +$44.1K ﹤0.01% 2684
2025
Q3 		$364K Sell
3,504
-121
-3% -$12.7K ﹤0.01% 2622
2025
Q2 		$349K Sell
3,625
-34,876
-91% -$3.19M ﹤0.01% 2515
2025
Q1 		$3.67M Buy
38,501
+34,959
+987% +$3.55M 0.01% 946
2024
Q4 		$366K Buy
3,542
+122
+4% +$14.5K ﹤0.01% 2216
2024
Q3 		$435K Buy
3,420
+89
+3% +$10.3K ﹤0.01% 1914
2024
Q2 		$337K Sell
3,331
-2,660
-44% -$281K ﹤0.01% 1900
2024
Q1 		$694K Sell
5,991
-436
-7% -$45.7K ﹤0.01% 1403
2023
Q4 		$654K Sell
6,427
-456
-7% -$38.7K ﹤0.01% 1352
2023
Q3 		$540K Buy
+6,883
New +$584K ﹤0.01% 1384

Other funds holding ITB

MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
WGS
Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Wealth Enhancement Advisory Services's ITB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares US Home Construction ETF (ITB) stake by 5.5% in Q2 2026, selling an estimated $17.4K and leaving 3,139 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #3182.

Wealth Enhancement Advisory Services first reported a position in ITB in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.67M in Q1 2025. 46 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,139 shares of iShares US Home Construction ETF worth $307K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 183 iShares US Home Construction ETF shares in Q2 2026, an estimated $17.4K.
  • iShares US Home Construction ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3182 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares US Home Construction ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares US Home Construction ETF position peaked at $3.67M in Q1 2025.
  • 46 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.