CCA
IAT icon

Cadent Capital Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Cadent Capital 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
Q3 		$1.18M Sell
20,672
-150
-0.7% -$9.38K 0.25% 88
2026
Q2 		$1.3M Sell
20,822
-500
-2% -$29.1K 0.27% 85
2026
Q1 		$1.15M Sell
21,322
-830
-4% -$47.1K 0.3% 75
2025
Q4 		$1.22M Sell
22,152
-10
-0% -$519 0.31% 68
2025
Q3 		$1.16M Sell
22,162
-560
-2% -$29.2K 0.31% 76
2025
Q2 		$1.13M Sell
22,722
-46,187
-67% -$2.1M 0.36% 60
2025
Q1 		$3.21M Sell
68,909
-1,206
-2% -$60.5K 1.15% 24
2024
Q4 		$3.53M Buy
70,115
+40,473
+137% +$2.09M 1.22% 23
2024
Q3 		$1.41M Buy
+29,642
New +$1.36M 0.43% 47
2022
Q2 		– Sell
-73,113
Closed -$4.31M – 125
2022
Q1 		$4.31M Sell
73,113
-490
-0.7% -$31K 1.96% 20
2021
Q4 		$4.55M Buy
73,603
+1,033
+1% +$65.3K 2.01% 21
2021
Q3 		$4.39M Buy
72,570
+4,279
+6% +$246K 1.96% 21
2021
Q2 		$3.93M Buy
68,291
+4,353
+7% +$258K 1.63% 23
2021
Q1 		$3.62M Buy
+63,938
New +$3.38M 1.61% 27

Other funds holding IAT

WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Cadent Capital Advisors's IAT Position: Q3 2026 in Review

Cadent Capital Advisors reduced its iShares US Regional Banks ETF (IAT) stake by 0.72% in Q3 2026, selling an estimated $9.38K and leaving 20,672 shares worth $1.18M. The position accounts for 0.25% of the portfolio, ranked #88.

Cadent Capital Advisors first reported a position in IAT in Q1 2021 and has held it in 14 quarters since. The position peaked at $4.55M in Q4 2021. 11 funds tracked by Wall St. Rank hold IAT as of Q3 2026.

  • Cadent Capital Advisors held 20,672 shares of iShares US Regional Banks ETF worth $1.18M as of Q3 2026.
  • Cadent Capital Advisors sold 150 iShares US Regional Banks ETF shares in Q3 2026, an estimated $9.38K.
  • iShares US Regional Banks ETF made up 0.25% of Cadent Capital Advisors's portfolio in Q3 2026, its #88 holding.
  • Cadent Capital Advisors first reported a position in iShares US Regional Banks ETF in Q1 2021 and has held it in 14 quarters since.
  • Cadent Capital Advisors's iShares US Regional Banks ETF position peaked at $4.55M in Q4 2021.
  • 11 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.