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

Summit 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
2025 Q4	–	Sell	-2,413	Closed	-$259K	–	1309
2025 Q3	$259K	Buy	+2,413	New	+$254K	﹤0.01%	1116
2025 Q1	–	Sell	-10,194	Closed	-$1.05M	–	728
2024 Q4	$1.05M	Buy	10,194 +7,323	+255%	+$869K	0.04%	305
2024 Q3	$365K	Sell	2,871 -10,015	-78%	-$1.16M	0.01%	429
2024 Q2	$1.3M	Buy	12,886 +2,588	+25%	+$274K	0.06%	193
2024 Q1	$1.19M	Buy	10,298 +885	+9%	+$92.8K	0.07%	169
2023 Q4	$958K	Buy	9,413 +117	+1%	+$9.94K	0.06%	174
2023 Q3	$731K	Buy	9,296 +86	+0.9%	+$7.3K	0.05%	193
2023 Q2	$787K	Buy	+9,210	New	+$700K	0.06%	178

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Summit Financial's ITB Position: Q4 2025 in Review

Summit Financial sold out of iShares US Home Construction ETF (ITB) in Q4 2025, closing a stake of 2,413 shares — an estimated $259K sold.

Summit Financial first reported a position in ITB in Q2 2023 and held it in 8 quarters. The position peaked at $1.3M in Q2 2024. 358 funds tracked by Wall St. Rank hold ITB as of Q4 2025.

Summit Financial reported no remaining iShares US Home Construction ETF position as of Q4 2025 after selling out during the quarter.
Summit Financial sold 2,413 iShares US Home Construction ETF shares in Q4 2025, an estimated $259K.
Summit Financial first reported a position in iShares US Home Construction ETF in Q2 2023 and held it in 8 quarters.
Summit Financial's iShares US Home Construction ETF position peaked at $1.3M in Q2 2024.
358 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2025.

Based on Summit Financial's 13F filing for Q4 2025, filed 13 Feb 2026.