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Kuhn & Co Investment Counsel’s iShares US Regional Banks ETF IAT Stock Holding History

Kuhn & Co Investment Counsel’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
2024
Q1 		– Sell
-7,586
Closed -$317K – 125
2023
Q4 		$317K Buy
+7,586
New +$272K 0.33% 93

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kuhn & Co Investment Counsel's IAT Position: Q1 2024 in Review

Kuhn & Co Investment Counsel sold out of iShares US Regional Banks ETF (IAT) in Q1 2024, closing a stake of 7,586 shares — an estimated $317K sold.

Kuhn & Co Investment Counsel first reported a position in IAT in Q4 2023 and held it in 1 quarter. The position peaked at $317K in Q4 2023. 159 funds tracked by Wall St. Rank hold IAT as of Q1 2024.

  • Kuhn & Co Investment Counsel reported no remaining iShares US Regional Banks ETF position as of Q1 2024 after selling out during the quarter.
  • Kuhn & Co Investment Counsel sold 7,586 iShares US Regional Banks ETF shares in Q1 2024, an estimated $317K.
  • Kuhn & Co Investment Counsel first reported a position in iShares US Regional Banks ETF in Q4 2023 and held it in 1 quarter.
  • Kuhn & Co Investment Counsel's iShares US Regional Banks ETF position peaked at $317K in Q4 2023.
  • 159 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2024.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2024, filed 10 May 2024.