Key Capital Management’s iShares US Regional Banks ETF IAT Stock Holding History

Key Capital Management’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	$995	Buy	+16	New	+$930	﹤0.01%	658

Other funds holding IAT

GHA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Key Capital Management's IAT Position: Q2 2026 in Review

Key Capital Management opened a new position in iShares US Regional Banks ETF (IAT) in Q2 2026: 16 shares worth $995. The stake represents ﹤0.01% of the portfolio and ranks #658 among its holdings.

93 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Key Capital Management held 16 shares of iShares US Regional Banks ETF worth $995 as of Q2 2026.
iShares US Regional Banks ETF was a new Key Capital Management position in Q2 2026.
iShares US Regional Banks ETF made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #658 holding.
93 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.