CoreCap Advisors
IAT icon

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

CoreCap 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 		$108K Buy
1,889
+185
+11% +$11.6K ﹤0.01% 1071
2026
Q2 		$106K Buy
1,704
+6
+0.4% +$349 ﹤0.01% 1075
2026
Q1 		$91.4K Sell
1,698
-103
-6% -$5.84K ﹤0.01% 1056
2025
Q4 		$99.3K Sell
1,801
-60
-3% -$3.12K ﹤0.01% 1035
2025
Q3 		$97.8K Sell
1,861
-605
-25% -$31.5K ﹤0.01% 1050
2025
Q2 		$122K Sell
2,466
-794
-24% -$36.2K ﹤0.01% 915
2025
Q1 		$152K Sell
3,260
-625
-16% -$31.3K 0.01% 754
2024
Q4 		$196K Sell
3,885
-2,648
-41% -$137K 0.01% 712
2024
Q3 		$311K Buy
+6,533
New +$301K 0.01% 569
2024
Q2 		– Sell
-10,783
Closed -$468K – 2045
2024
Q1 		$468K Sell
10,783
-2,010
-16% -$82.4K 0.02% 412
2023
Q4 		$535K Sell
12,793
-167
-1% -$5.99K 0.03% 338
2023
Q3 		$435K Sell
12,960
-2,032
-14% -$73.1K 0.03% 347
2023
Q2 		$507K Buy
+14,992
New +$504K 0.04% 344
2022
Q4 		$76.8K Buy
+1,612
New +$79.1K 0.01% 833
2022
Q3 		– Sell
-1,605
Closed -$79K – 1221
2022
Q2 		$79K Buy
+1,605
New +$85.5K 0.01% 773
2022
Q1 		– Sell
-1,610
Closed -$99K – 1231
2021
Q4 		$99K Buy
+1,610
New +$102K 0.01% 748

Other funds holding IAT

Westwind Capital
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return
Asempa Wealth Advisors
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.88% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Neville Rodie & Shaw
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

CoreCap Advisors's IAT Position: Q3 2026 in Review

CoreCap Advisors increased its iShares US Regional Banks ETF (IAT) stake by 11% in Q3 2026, buying an estimated $11.6K and bringing the position to 1,889 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

CoreCap Advisors first reported a position in IAT in Q4 2021 and has held it in 16 quarters since. The position peaked at $535K in Q4 2023. 34 funds tracked by Wall St. Rank hold IAT as of Q3 2026.

  • CoreCap Advisors held 1,889 shares of iShares US Regional Banks ETF worth $108K as of Q3 2026.
  • CoreCap Advisors bought 185 iShares US Regional Banks ETF shares in Q3 2026, an estimated $11.6K.
  • iShares US Regional Banks ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1071 holding.
  • CoreCap Advisors first reported a position in iShares US Regional Banks ETF in Q4 2021 and has held it in 16 quarters since.
  • CoreCap Advisors's iShares US Regional Banks ETF position peaked at $535K in Q4 2023.
  • 34 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.