CIBC Private Wealth Group
IAT icon

CIBC Private Wealth Group’s iShares US Regional Banks ETF IAT Stock Holding History

CIBC Private Wealth Group’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
Q4 		$38.4K Sell
696
-1,056
-60% -$54.9K ﹤0.01% 1895
2025
Q3 		$92K Buy
1,752
+5
+0.3% +$261 ﹤0.01% 1531
2025
Q2 		$86.6K Sell
1,747
-6,954
-80% -$317K ﹤0.01% 1457
2025
Q1 		$346K Buy
8,701
+193
+2% +$9.68K ﹤0.01% 916
2024
Q4 		$431K Buy
8,508
+6,495
+323% +$336K ﹤0.01% 906
2024
Q3 		$95.7K Buy
2,013
+106
+6% +$4.88K ﹤0.01% 1501
2024
Q2 		$78.2K Buy
1,907
+412
+28% +$17K ﹤0.01% 1490
2024
Q1 		$63.8K Buy
+1,495
New +$61.3K ﹤0.01% 1570

Other funds holding IAT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIBC Private Wealth Group's IAT Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its iShares US Regional Banks ETF (IAT) stake by 60% in Q4 2025, selling an estimated $54.9K and leaving 696 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

CIBC Private Wealth Group first reported a position in IAT in Q1 2024 and has held it in 8 quarters since. The position peaked at $431K in Q4 2024. 173 funds tracked by Wall St. Rank hold IAT as of Q4 2025.

  • CIBC Private Wealth Group held 696 shares of iShares US Regional Banks ETF worth $38.4K as of Q4 2025.
  • CIBC Private Wealth Group sold 1,056 iShares US Regional Banks ETF shares in Q4 2025, an estimated $54.9K.
  • iShares US Regional Banks ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1895 holding.
  • CIBC Private Wealth Group first reported a position in iShares US Regional Banks ETF in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's iShares US Regional Banks ETF position peaked at $431K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.