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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return