WealthShield Partners’s iShares US Home Construction ETF ITB Stock Holding History

WealthShield Partners’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	-900	Closed	-$85.7K	–	566
2025 Q1	$85.7K	Buy	+900	New	+$91.5K	0.01%	385
2023 Q4	–	Sell	-200	Closed	-$15.7K	–	491
2023 Q3	$15.7K	Buy	+200	New	+$17K	﹤0.01%	423
2019 Q2	–	Sell	-5,000	Closed	-$176K	–	256
2019 Q1	$176K	Hold	5,000	–	–	0.1%	151
2018 Q4	$150K	Buy	+5,000	New	+$157K	0.1%	130

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

WealthShield Partners's ITB Position: Q2 2025 in Review

WealthShield Partners sold out of iShares US Home Construction ETF (ITB) in Q2 2025, closing a stake of 900 shares — an estimated $85.7K sold.

WealthShield Partners first reported a position in ITB in Q4 2018 and held it in 4 quarters. The position peaked at $176K in Q1 2019. 318 funds tracked by Wall St. Rank hold ITB as of Q2 2025.

WealthShield Partners reported no remaining iShares US Home Construction ETF position as of Q2 2025 after selling out during the quarter.
WealthShield Partners sold 900 iShares US Home Construction ETF shares in Q2 2025, an estimated $85.7K.
WealthShield Partners first reported a position in iShares US Home Construction ETF in Q4 2018 and held it in 4 quarters.
WealthShield Partners's iShares US Home Construction ETF position peaked at $176K in Q1 2019.
318 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2025.

Based on WealthShield Partners's 13F filing for Q2 2025, filed 8 Aug 2025.