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

KCM Investment Advisors’s Portfolio IAT Stock Details IAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.56M	Sell	57,254 -1,198	-2%	-$69.6K	0.11%	115
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

Other funds holding IAT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

KCM Investment Advisors's IAT Position: Q2 2026 in Review

KCM Investment Advisors reduced its iShares US Regional Banks ETF (IAT) stake by 2% in Q2 2026, selling an estimated $69.6K and leaving 57,254 shares worth $3.56M. The position accounts for 0.11% of the portfolio, ranked #115.

KCM Investment Advisors first reported a position in IAT in Q1 2023 and has held it in 14 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

KCM Investment Advisors held 57,254 shares of iShares US Regional Banks ETF worth $3.56M as of Q2 2026.
KCM Investment Advisors sold 1,198 iShares US Regional Banks ETF shares in Q2 2026, an estimated $69.6K.
iShares US Regional Banks ETF made up 0.11% of KCM Investment Advisors's portfolio in Q2 2026, its #115 holding.
KCM Investment Advisors first reported a position in iShares US Regional Banks ETF in Q1 2023 and has held it in 14 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.