KCM Investment Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.15M	Buy	58,452 +1,375	+2%	+$78K	0.1%	120
2025 Q4	$3.15M	Buy	57,077 +742	+1%	+$38.5K	0.1%	123
2025 Q3	$2.96M	Buy	56,335 +780	+1%	+$40.7K	0.1%	131
2025 Q2	$2.75M	Buy	55,555 +1,429	+3%	+$65.1K	0.09%	136
2025 Q1	$2.52M	Sell	54,126 -98	-0.2%	-$4.92K	0.09%	138
2024 Q4	$2.73M	Buy	54,224 +2,462	+5%	+$127K	0.09%	134
2024 Q3	$2.46M	Buy	51,762 +2,113	+4%	+$97.3K	0.08%	146
2024 Q2	$2.06M	Buy	49,649 +720	+1%	+$29.8K	0.07%	149
2024 Q1	$2.12M	Buy	48,929 +1,475	+3%	+$60.5K	0.08%	148
2023 Q4	$1.99M	Buy	47,454 +2,103	+5%	+$75.5K	0.08%	152
2023 Q3	$1.52M	Buy	45,351 +1,328	+3%	+$47.8K	0.07%	165
2023 Q2	$1.49M	Buy	44,023 +15,010	+52%	+$504K	0.06%	180
2023 Q1	$1.04M	Buy	+29,013	New	+$1.36M	0.04%	210