Capital Investment Advisory Services’s iShares US Regional Banks ETF IAT Stock Holding History

Capital Investment Advisory Services’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	$24.5K	Hold	394	–	–	﹤0.01%	1059
2026 Q1	$21.2K	Sell	394 -36	-8%	-$2.04K	﹤0.01%	987
2025 Q4	$23.7K	Hold	430	–	–	﹤0.01%	941
2025 Q3	$22.6K	Hold	430	–	–	﹤0.01%	890
2025 Q2	$21.3K	Hold	430	–	–	﹤0.01%	866
2025 Q1	$20.1K	Sell	430 -2,000	-82%	-$100K	﹤0.01%	812
2024 Q4	$122K	Hold	2,430	–	–	0.01%	542
2024 Q3	$116K	Sell	2,430 -350	-13%	-$16.1K	0.01%	572
2024 Q2	$115K	Hold	2,780	–	–	0.01%	548
2024 Q1	$121K	Sell	2,780 -267	-9%	-$10.9K	0.01%	538
2023 Q4	$127K	Sell	3,047 -15,256	-83%	-$547K	0.01%	542
2023 Q3	$615K	Sell	18,303 -989	-5%	-$35.6K	0.06%	244
2023 Q2	$653K	Buy	19,292 +3,480	+22%	+$117K	0.06%	234
2023 Q1	$566K	Buy	15,812 +6,532	+70%	+$305K	0.07%	242
2022 Q4	$442K	Buy	9,280 +147	+2%	+$7.22K	0.05%	294
2022 Q3	$436K	Buy	9,133 +258	+3%	+$13.4K	0.06%	274
2022 Q2	$437K	Buy	8,875 +8,489	+2,199%	+$452K	0.05%	279
2022 Q1	$23K	Hold	386	–	–	﹤0.01%	684
2021 Q4	$24K	Buy	386 +36	+10%	+$2.28K	﹤0.01%	654
2021 Q3	$21K	Hold	350	–	–	﹤0.01%	625
2021 Q2	$20K	Sell	350 -800	-70%	-$47.4K	﹤0.01%	659
2021 Q1	$65K	Hold	1,150	–	–	0.01%	516
2020 Q4	$52K	Hold	1,150	–	–	0.01%	516
2020 Q3	$38K	Buy	+1,150	New	+$38.8K	0.01%	470
2020 Q1	–	Sell	-882	Closed	-$45K	–	585
2019 Q4	$45K	Hold	882	–	–	0.01%	396
2019 Q3	$41K	Buy	882 +1	+0.1%	+$46	0.01%	610
2019 Q2	$41K	Sell	881 -1,865	-68%	-$85.1K	0.01%	598
2019 Q1	$119K	Sell	2,746 -200	-7%	-$9.02K	0.04%	297
2018 Q4	$117K	Buy	+2,946	New	+$133K	0.05%	274

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

Capital Investment Advisory Services's IAT Position: Q2 2026 in Review

Capital Investment Advisory Services held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 394 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Capital Investment Advisory Services first reported a position in IAT in Q4 2018 and has held it in 29 quarters since. The position peaked at $653K in Q2 2023. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Capital Investment Advisory Services held 394 shares of iShares US Regional Banks ETF worth $24.5K as of Q2 2026.
Capital Investment Advisory Services left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1059 holding.
Capital Investment Advisory Services first reported a position in iShares US Regional Banks ETF in Q4 2018 and has held it in 29 quarters since.
Capital Investment Advisory Services's iShares US Regional Banks ETF position peaked at $653K in Q2 2023.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.