Francois Rochon's ITB Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 11,662 shares of iShares U.S. Home Construction ETF (ITB) worth $1.22 M, representing 0.04% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in ITB, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2023, adding 8,297 shares. Largest reduction occurred in Q2 2021, reducing 8,719 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's iShares US Home Construction ETF (ITB) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares US Home Construction ETF (ITB) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +808 | Add 7.44% | 11,662 | $104.48 |
| Q1 2026 | -844 | Reduce 7.21% | 10,854 | $90.55 |
| Q4 2025 | +137 | Add 1.19% | 11,698 | $96.30 |
| Q3 2025 | +43 | Add 0.37% | 11,561 | $107.25 |
| Q2 2025 | +557 | Add 5.08% | 11,518 | $93.17 |
| Q1 2025 | +529 | Add 5.07% | 10,961 | $95.21 |
| Q4 2024 | +133 | Add 1.29% | 10,432 | $103.39 |
| Q3 2024 | -2,263 | Reduce 18.01% | 10,299 | $127.10 |
| Q2 2024 | +1,212 | Add 10.68% | 12,562 | $101.06 |
| Q1 2024 | -3,327 | Reduce 22.67% | 11,350 | $115.77 |
| Q4 2023 | +715 | Add 5.12% | 14,677 | $101.73 |
| Q3 2023 | +757 | Add 5.73% | 13,962 | $78.49 |
| Q2 2023 | +8,297 | Add 169.05% | 13,205 | $85.44 |
| Q1 2023 | -5,643 | Reduce 53.48% | 4,908 | $70.29 |
| Q4 2022 | +1,297 | Add 14.02% | 10,551 | $60.61 |
| Q3 2022 | +676 | Add 7.88% | 9,254 | $52.09 |
| Q2 2022 | +1,897 | Add 28.39% | 8,578 | $52.46 |
| Q1 2022 | +2,500 | Add 59.79% | 6,681 | $59.27 |
| Q4 2021 | +520 | Add 14.20% | 4,181 | $82.99 |
| Q3 2021 | +718 | Add 24.40% | 3,661 | $66.10 |
| Q2 2021 | +2,943 | New Buy | 2,943 | $69.32 |
| Q1 1970 | +11,662 | Add 0.00% | 11,662 | $104.48 |
Francois Rochon's iShares US Home Construction ETF Investment FAQs
Francois Rochon first purchased iShares U.S. Home Construction ETF (ITB) in Q1 1970, acquiring 11,662 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held iShares U.S. Home Construction ETF (ITB) for 226 quarters since Q1 1970.
Francois Rochon's largest addition to iShares U.S. Home Construction ETF (ITB) was in Q1 1970, adding 11,662 shares worth $1.22 M.
According to the latest 13F filing for Q2 2026, Francois Rochon's firm, Giverny Capital Inc., owns 11,662 shares of iShares U.S. Home Construction ETF (ITB), valued at approximately $1.22 M.
As of the Q2 2026 filing, iShares U.S. Home Construction ETF (ITB) represents approximately 0.04% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in iShares U.S. Home Construction ETF (ITB) was 14,677 shares, as reported at the end of Q4 2023.