Werba Rubin Papier Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History

Werba Rubin Papier Wealth Management’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 Q4	–	Sell	-3,672	Closed	-$394K	–	266
2025 Q3	$394K	Buy	3,672 +3	+0.1%	+$316	0.06%	140
2025 Q2	$342K	Buy	3,669 +2	+0.1%	+$183	0.06%	141
2025 Q1	$349K	Sell	3,667 -1,239	-25%	-$126K	0.08%	124
2024 Q4	$507K	Sell	4,906 -155	-3%	-$18.4K	0.12%	102
2024 Q3	$643K	Buy	5,061 +2	+0%	+$232	0.15%	86
2024 Q2	$511K	Buy	5,059 +1,283	+34%	+$136K	0.14%	82
2024 Q1	$437K	Buy	+3,776	New	+$396K	0.13%	84

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMEA

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Werba Rubin Papier Wealth Management's ITB Position: Q4 2025 in Review

Werba Rubin Papier Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q4 2025, closing a stake of 3,672 shares — an estimated $394K sold.

Werba Rubin Papier Wealth Management first reported a position in ITB in Q1 2024 and held it in 7 quarters. The position peaked at $643K in Q3 2024. 360 funds tracked by Wall St. Rank hold ITB as of Q4 2025.

Werba Rubin Papier Wealth Management reported no remaining iShares US Home Construction ETF position as of Q4 2025 after selling out during the quarter.
Werba Rubin Papier Wealth Management sold 3,672 iShares US Home Construction ETF shares in Q4 2025, an estimated $394K.
Werba Rubin Papier Wealth Management first reported a position in iShares US Home Construction ETF in Q1 2024 and held it in 7 quarters.
Werba Rubin Papier Wealth Management's iShares US Home Construction ETF position peaked at $643K in Q3 2024.
360 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2025.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.