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Community Financial Services Group’s iShares US Regional Banks ETF IAT Stock Holding History

Community Financial Services 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
2026
Q2 		$9.89K Hold
156
– – ﹤0.01% 383
2026
Q1 		$8.5K Buy
+156
New +$8.85K ﹤0.01% 336
2023
Q3 		$621K Buy
+18,471
New +$665K 0.16% 82

Other funds holding IAT

WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Community Financial Services Group's IAT Position: Q2 2026 in Review

Community Financial Services Group held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 156 shares worth $9.89K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Community Financial Services Group first reported a position in IAT in Q3 2023 and has held it in 3 quarters since. The position peaked at $621K in Q3 2023. 36 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Community Financial Services Group held 156 shares of iShares US Regional Banks ETF worth $9.89K as of Q2 2026.
  • Community Financial Services Group left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
  • iShares US Regional Banks ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #383 holding.
  • Community Financial Services Group first reported a position in iShares US Regional Banks ETF in Q3 2023 and has held it in 3 quarters since.
  • Community Financial Services Group's iShares US Regional Banks ETF position peaked at $621K in Q3 2023.
  • 36 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.