CX Institutional
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CX Institutional’s iShares US Regional Banks ETF IAT Stock Holding History

CX Institutional’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 		$197K Sell
3,441
-104
-3% -$6.5K 0.01% 747
2026
Q2 		$221K Sell
3,545
-1,568
-31% -$91.1K 0.01% 727
2026
Q1 		$275K Sell
5,113
-297
-5% -$16.9K 0.01% 632
2025
Q4 		$298K Buy
5,410
+35
+0.7% +$1.82K 0.01% 586
2025
Q3 		$282K Sell
5,375
-754
-12% -$39.3K 0.01% 588
2025
Q2 		$304K Sell
6,129
-30,401
-83% -$1.38M 0.01% 503
2025
Q1 		$1.7M Sell
36,530
-17,352
-32% -$870K 0.06% 208
2024
Q4 		$2.71M Sell
53,882
-5,922
-10% -$306K 0.11% 157
2024
Q3 		$2.84M Sell
59,804
-1,921
-3% -$88.4K 0.13% 175
2024
Q2 		$2.56M Sell
61,725
-1,137
-2% -$47K 0.12% 184
2024
Q1 		$2.73M Sell
62,862
-10,084
-14% -$414K 0.13% 177
2023
Q4 		$3.05M Sell
72,946
-62,720
-46% -$2.25M 0.16% 170
2023
Q3 		$4.56M Buy
135,666
+17,628
+15% +$634K 0.25% 105
2023
Q2 		$4M Buy
+118,038
New +$3.97M 0.21% 145

Other funds holding IAT

WC
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
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
AAM
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
AWA
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 33.52% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
Neville Rodie & Shaw
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

CX Institutional's IAT Position: Q3 2026 in Review

CX Institutional reduced its iShares US Regional Banks ETF (IAT) stake by 2.9% in Q3 2026, selling an estimated $6.5K and leaving 3,441 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #747.

CX Institutional first reported a position in IAT in Q2 2023 and has held it in 14 quarters since. The position peaked at $4.56M in Q3 2023. 26 funds tracked by Wall St. Rank hold IAT as of Q3 2026.

  • CX Institutional held 3,441 shares of iShares US Regional Banks ETF worth $197K as of Q3 2026.
  • CX Institutional sold 104 iShares US Regional Banks ETF shares in Q3 2026, an estimated $6.5K.
  • iShares US Regional Banks ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #747 holding.
  • CX Institutional first reported a position in iShares US Regional Banks ETF in Q2 2023 and has held it in 14 quarters since.
  • CX Institutional's iShares US Regional Banks ETF position peaked at $4.56M in Q3 2023.
  • 26 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.