KMWM
ITB icon

Keudell/Morrison Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History

Keudell/Morrison Wealth Management’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 		$289K Sell
2,767
-10
-0.4% -$949 0.05% 201
2026
Q1 		$251K Buy
2,777
+10
+0.4% +$1.02K 0.05% 203
2025
Q4 		$266K Buy
+2,767
New +$279K 0.06% 191
2025
Q2 		$258K Hold
2,767
– – 0.06% 186
2025
Q1 		$263K Hold
2,767
– – 0.06% 170
2024
Q4 		$286K Hold
2,767
– – 0.07% 164
2024
Q3 		$352K Hold
2,767
– – 0.1% 146
2024
Q2 		$280K Hold
2,767
– – 0.08% 164
2024
Q1 		$320K Hold
2,767
– – 0.1% 152
2023
Q4 		$281K Hold
2,767
– – 0.09% 158
2023
Q3 		$217K Hold
2,767
– – 0.07% 169
2023
Q2 		$236K Buy
+2,767
New +$210K 0.07% 171
2022
Q1 		– Sell
-2,817
Closed -$234K – 188
2021
Q4 		$234K Buy
+2,817
New +$212K 0.09% 168

Other funds holding ITB

MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
WGS
Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Keudell/Morrison Wealth Management's ITB Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its iShares US Home Construction ETF (ITB) stake by 0.36% in Q2 2026, selling an estimated $949 and leaving 2,767 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #201.

Keudell/Morrison Wealth Management first reported a position in ITB in Q4 2021 and has held it in 13 quarters since. The position peaked at $352K in Q3 2024. 42 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

  • Keudell/Morrison Wealth Management held 2,767 shares of iShares US Home Construction ETF worth $289K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 10 iShares US Home Construction ETF shares in Q2 2026, an estimated $949.
  • iShares US Home Construction ETF made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #201 holding.
  • Keudell/Morrison Wealth Management first reported a position in iShares US Home Construction ETF in Q4 2021 and has held it in 13 quarters since.
  • Keudell/Morrison Wealth Management's iShares US Home Construction ETF position peaked at $352K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.