Whitney & Co’s iShares US Home Construction ETF ITB Stock Holding History

Whitney & Co’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	$7.52M	Buy	71,932 +1,646	+2%	+$156K	0.55%	51
2026 Q1	$6.36M	Buy	70,286 +1,153	+2%	+$118K	0.53%	53
2025 Q4	$6.66M	Buy	69,133 +907	+1%	+$91.6K	0.53%	51
2025 Q3	$7.32M	Buy	68,226 +787	+1%	+$82.9K	0.66%	48
2025 Q2	$6.28M	Buy	+67,439	New	+$6.16M	0.62%	53

Other funds holding ITB

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

WGS

Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return

PCOTEOTHU

Provident Company of the Employees of the Hebrew University Jerusalem, Israel $131M AUM 66.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Whitney & Co's ITB Position: Q2 2026 in Review

Whitney & Co increased its iShares US Home Construction ETF (ITB) stake by 2.3% in Q2 2026, buying an estimated $156K and bringing the position to 71,932 shares worth $7.52M. The position accounts for 0.55% of the portfolio, ranked #51.

Whitney & Co first reported a position in ITB in Q2 2025 and has held it in 5 quarters since. 130 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

Whitney & Co held 71,932 shares of iShares US Home Construction ETF worth $7.52M as of Q2 2026.
Whitney & Co bought 1,646 iShares US Home Construction ETF shares in Q2 2026, an estimated $156K.
iShares US Home Construction ETF made up 0.55% of Whitney & Co's portfolio in Q2 2026, its #51 holding.
Whitney & Co first reported a position in iShares US Home Construction ETF in Q2 2025 and has held it in 5 quarters since.
130 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.