WFA of San Diego’s iShares US Home Construction ETF ITB Stock Holding History

WFA of San Diego’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 Q1	$161K	Hold	1,778	–	–	0.13%	98
2025 Q4	$171K	Hold	1,778	–	–	0.13%	102
2025 Q3	$191K	Hold	1,778	–	–	0.13%	100
2025 Q2	$166K	Buy	+1,778	New	+$162K	0.12%	99
2024 Q3	$226K	Hold	1,778	–	–	0.19%	86
2024 Q2	$180K	Buy	+1,778	New	+$188K	0.16%	91
2023 Q3	$178K	Sell	2,271 -48	-2%	-$4.08K	0.18%	85
2023 Q2	$198K	Buy	+2,319	New	+$176K	0.19%	81
2023 Q1	–	Sell	-2,708	Closed	-$164K	–	230
2022 Q4	$164K	Buy	+2,708	New	+$156K	0.13%	98
2022 Q3	–	Sell	-3,446	Closed	-$181K	–	227
2022 Q2	$181K	Sell	3,446 -656	-16%	-$37.5K	0.16%	87
2022 Q1	$243K	Buy	4,102 +351	+9%	+$24K	0.19%	81
2021 Q4	$311K	Buy	3,751 +1,437	+62%	+$108K	0.18%	93
2021 Q3	$153K	Buy	+2,314	New	+$163K	0.11%	115

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WFA of San Diego's ITB Position: Q1 2026 in Review

WFA of San Diego held its iShares US Home Construction ETF (ITB) position steady in Q1 2026 at 1,778 shares worth $161K. The position accounts for 0.13% of the portfolio, ranked #98.

WFA of San Diego first reported a position in ITB in Q3 2021 and has held it in 13 quarters since. The position peaked at $311K in Q4 2021. 324 funds tracked by Wall St. Rank hold ITB as of Q1 2026.

WFA of San Diego held 1,778 shares of iShares US Home Construction ETF worth $161K as of Q1 2026.
WFA of San Diego left its iShares US Home Construction ETF share count unchanged in Q1 2026.
iShares US Home Construction ETF made up 0.13% of WFA of San Diego's portfolio in Q1 2026, its #98 holding.
WFA of San Diego first reported a position in iShares US Home Construction ETF in Q3 2021 and has held it in 13 quarters since.
WFA of San Diego's iShares US Home Construction ETF position peaked at $311K in Q4 2021.
324 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.