CI
IAT icon

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

CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return