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International Assets Investment Management’s Invesco KBW Bank ETF KBWB Stock Holding History

International Assets Investment Management’s Portfolio KBWB Stock Details KBWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$158K Buy
1,672
+130
+8% +$11.4K 0.01% 940
2026
Q1 		$124K Buy
1,542
+86
+6% +$7.19K 0.01% 956
2025
Q4 		$123K Buy
+1,456
New +$115K 0.01% 956
2024
Q3 		– Sell
-800
Closed -$42.8K – 2260
2024
Q2 		$42.8K Buy
+800
New +$42.2K ﹤0.01% 1236

Other funds holding KBWB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

International Assets Investment Management's KBWB Position: Q2 2026 in Review

International Assets Investment Management increased its Invesco KBW Bank ETF (KBWB) stake by 8.4% in Q2 2026, buying an estimated $11.4K and bringing the position to 1,672 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #940.

International Assets Investment Management first reported a position in KBWB in Q2 2024 and has held it in 4 quarters since. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • International Assets Investment Management held 1,672 shares of Invesco KBW Bank ETF worth $158K as of Q2 2026.
  • International Assets Investment Management bought 130 Invesco KBW Bank ETF shares in Q2 2026, an estimated $11.4K.
  • Invesco KBW Bank ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #940 holding.
  • International Assets Investment Management first reported a position in Invesco KBW Bank ETF in Q2 2024 and has held it in 4 quarters since.
  • 339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.