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KKM Financial’s iShares US Regional Banks ETF IAT Stock Holding History

KKM Financial’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
2025
Q2 		– Sell
-5,433
Closed -$253K – 154
2025
Q1 		$253K Buy
5,433
+645
+13% +$32.4K 0.11% 132
2024
Q4 		$241K Buy
+4,788
New +$247K 0.1% 137

Other funds holding IAT

EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KKM Financial's IAT Position: Q2 2025 in Review

KKM Financial sold out of iShares US Regional Banks ETF (IAT) in Q2 2025, closing a stake of 5,433 shares — an estimated $253K sold.

KKM Financial first reported a position in IAT in Q4 2024 and held it in 2 quarters. The position peaked at $253K in Q1 2025. 166 funds tracked by Wall St. Rank hold IAT as of Q2 2025.

  • KKM Financial reported no remaining iShares US Regional Banks ETF position as of Q2 2025 after selling out during the quarter.
  • KKM Financial sold 5,433 iShares US Regional Banks ETF shares in Q2 2025, an estimated $253K.
  • KKM Financial first reported a position in iShares US Regional Banks ETF in Q4 2024 and held it in 2 quarters.
  • KKM Financial's iShares US Regional Banks ETF position peaked at $253K in Q1 2025.
  • 166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2025.

Based on KKM Financial's 13F filing for Q2 2025, filed 14 Aug 2025.