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Planning Strategies Inc.’s iShares US Home Construction ETF ITB Stock Holding History

Planning Strategies Inc.’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 		$8.36K Buy
+80
New +$7.59K 0.01% 354

Other funds holding ITB

VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Planning Strategies Inc.'s ITB Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares US Home Construction ETF (ITB) in Q2 2026: 80 shares worth $8.36K. The stake represents 0.01% of the portfolio and ranks #354 among its holdings.

120 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

  • Planning Strategies Inc. held 80 shares of iShares US Home Construction ETF worth $8.36K as of Q2 2026.
  • iShares US Home Construction ETF was a new Planning Strategies Inc. position in Q2 2026.
  • iShares US Home Construction ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #354 holding.
  • 120 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.