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

Summit Financial Consulting’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 		– Sell
-6,507
Closed -$589K – 50
2026
Q1 		$589K Buy
6,507
+1,997
+44% +$204K 0.42% 24
2025
Q4 		$434K Buy
4,510
+1,579
+54% +$159K 0.32% 27
2025
Q3 		$314K Buy
+2,931
New +$309K 0.25% 33

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

Summit Financial Consulting's ITB Position: Q2 2026 in Review

Summit Financial Consulting sold out of iShares US Home Construction ETF (ITB) in Q2 2026, closing a stake of 6,507 shares — an estimated $589K sold.

Summit Financial Consulting first reported a position in ITB in Q3 2025 and held it in 3 quarters. The position peaked at $589K in Q1 2026. 346 funds tracked by Wall St. Rank hold ITB as of Q2 2026.

  • Summit Financial Consulting reported no remaining iShares US Home Construction ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Financial Consulting sold 6,507 iShares US Home Construction ETF shares in Q2 2026, an estimated $589K.
  • Summit Financial Consulting first reported a position in iShares US Home Construction ETF in Q3 2025 and held it in 3 quarters.
  • Summit Financial Consulting's iShares US Home Construction ETF position peaked at $589K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.