KCM Investment Advisors’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Buy |
55,555
+1,429
| +3% | +$70.8K | 0.09% | 136 |
|
|
2025
Q1 | $2.52M | Sell |
54,126
-98
| -0.2% | -$4.57K | 0.09% | 138 |
|
|
2024
Q4 | $2.73M | Buy |
54,224
+2,462
| +5% | +$124K | 0.09% | 134 |
|
|
2024
Q3 | $2.46M | Buy |
51,762
+2,113
| +4% | +$100K | 0.08% | 146 |
|
|
2024
Q2 | $2.06M | Buy |
49,649
+720
| +1% | +$29.9K | 0.07% | 149 |
|
|
2024
Q1 | $2.12M | Buy |
48,929
+1,475
| +3% | +$64K | 0.08% | 148 |
|
|
2023
Q4 | $1.99M | Buy |
47,454
+2,103
| +5% | +$88K | 0.08% | 152 |
|
|
2023
Q3 | $1.52M | Buy |
45,351
+1,328
| +3% | +$44.6K | 0.07% | 165 |
|
|
2023
Q2 | $1.49M | Buy |
44,023
+15,010
| +52% | +$508K | 0.06% | 180 |
|
|
2023
Q1 | $1.04M | Buy |
+29,013
| New | +$1.04M | 0.04% | 210 |
|