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Kerr Financial Planning’s iShares US Home Construction ETF ITB Stock Holding History

Kerr Financial Planning’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 		$20.5K Hold
196
– – 0.02% 279
2026
Q1 		$19.3K Hold
196
– – 0.01% 285
2025
Q4 		$21.3K Buy
196
+50
+34% +$5.05K 0.03% 269
2025
Q3 		$14K Buy
+146
New +$15.4K 0.02% 303

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Kerr Financial Planning's ITB Position: Q2 2026 in Review

Kerr Financial Planning held its iShares US Home Construction ETF (ITB) position steady in Q2 2026 at 196 shares worth $20.5K. The position accounts for 0.02% of the portfolio, ranked #279.

Kerr Financial Planning first reported a position in ITB in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.3K in Q4 2025. 346 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

  • Kerr Financial Planning held 196 shares of iShares US Home Construction ETF worth $20.5K as of Q2 2026.
  • Kerr Financial Planning left its iShares US Home Construction ETF share count unchanged in Q2 2026.
  • iShares US Home Construction ETF made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #279 holding.
  • Kerr Financial Planning first reported a position in iShares US Home Construction ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's iShares US Home Construction ETF position peaked at $21.3K in Q4 2025.
  • 346 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.