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

KKM Financial’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	$515K	Sell	4,930 -70	-1%	-$6.64K	0.07%	123
2026 Q1	$482K	Hold	5,000	–	–	0.09%	124
2025 Q4	$482K	Sell	5,000 -1,543	-24%	-$156K	0.09%	124
2025 Q3	$702K	Sell	6,543 -2,820	-30%	-$297K	0.22%	77
2025 Q2	$872K	Sell	9,363 -334	-3%	-$30.5K	0.3%	73
2025 Q1	$923K	Sell	9,697 -111	-1%	-$11.3K	0.39%	71
2024 Q4	$1.01M	Hold	9,808	–	–	0.42%	65
2024 Q3	$1.25M	Buy	9,808 +211	+2%	+$24.4K	0.62%	54
2024 Q2	$975K	Sell	9,597 -104	-1%	-$11K	0.46%	67
2024 Q1	$1.12M	Hold	9,701	–	–	0.55%	61
2023 Q4	$987K	Buy	+9,701	New	+$824K	0.62%	59

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

KKM Financial's ITB Position: Q2 2026 in Review

KKM Financial reduced its iShares US Home Construction ETF (ITB) stake by 1.4% in Q2 2026, selling an estimated $6.64K and leaving 4,930 shares worth $515K. The position accounts for 0.07% of the portfolio, ranked #123.

KKM Financial first reported a position in ITB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q3 2024. 346 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

KKM Financial held 4,930 shares of iShares US Home Construction ETF worth $515K as of Q2 2026.
KKM Financial sold 70 iShares US Home Construction ETF shares in Q2 2026, an estimated $6.64K.
iShares US Home Construction ETF made up 0.07% of KKM Financial's portfolio in Q2 2026, its #123 holding.
KKM Financial first reported a position in iShares US Home Construction ETF in Q4 2023 and has held it in 11 quarters since.
KKM Financial's iShares US Home Construction ETF position peaked at $1.25M in Q3 2024.
346 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.