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 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

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

CX Institutional's IAT Position: Q2 2026 in Review

CX Institutional reduced its iShares US Regional Banks ETF (IAT) stake by 31% in Q2 2026, selling an estimated $91.1K and leaving 3,545 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #727.

CX Institutional first reported a position in IAT in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.56M in Q3 2023. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

CX Institutional held 3,545 shares of iShares US Regional Banks ETF worth $221K as of Q2 2026.
CX Institutional sold 1,568 iShares US Regional Banks ETF shares in Q2 2026, an estimated $91.1K.
iShares US Regional Banks ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #727 holding.
CX Institutional first reported a position in iShares US Regional Banks ETF in Q2 2023 and has held it in 13 quarters since.
CX Institutional's iShares US Regional Banks ETF position peaked at $4.56M in Q3 2023.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.