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Dentgroup’s iShares US Regional Banks ETF IAT Stock Holding History

Dentgroup’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
2025
Q4 		$446K Sell
8,089
-5,235
-39% -$272K 0.31% 72
2025
Q3 		$700K Sell
13,324
-269
-2% -$14K 0.45% 57
2025
Q2 		$674K Sell
13,593
-2,181
-14% -$99.3K 0.47% 55
2025
Q1 		$736K Buy
15,774
+23
+0.1% +$1.15K 0.55% 53
2024
Q4 		$793K Buy
15,751
+40
+0.3% +$2.07K 0.61% 46
2024
Q3 		$747K Sell
15,711
-295
-2% -$13.6K 0.56% 48
2024
Q2 		$664K Sell
16,006
-11,162
-41% -$462K 0.53% 45
2024
Q1 		$1.18M Sell
27,168
-1,258
-4% -$51.6K 0.98% 29
2023
Q4 		$1.19M Sell
28,426
-24,453
-46% -$877K 1.06% 25
2023
Q3 		$1.78M Buy
52,879
+15,055
+40% +$542K 1.31% 25
2023
Q2 		$1.28M Buy
+37,824
New +$1.27M 0.93% 38

Other funds holding IAT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Dentgroup's IAT Position: Q4 2025 in Review

Dentgroup reduced its iShares US Regional Banks ETF (IAT) stake by 39% in Q4 2025, selling an estimated $272K and leaving 8,089 shares worth $446K. The position accounts for 0.31% of the portfolio, ranked #72.

Dentgroup first reported a position in IAT in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.78M in Q3 2023. 171 funds tracked by Wall St. Rank hold IAT as of Q4 2025.

  • Dentgroup held 8,089 shares of iShares US Regional Banks ETF worth $446K as of Q4 2025.
  • Dentgroup sold 5,235 iShares US Regional Banks ETF shares in Q4 2025, an estimated $272K.
  • iShares US Regional Banks ETF made up 0.31% of Dentgroup's portfolio in Q4 2025, its #72 holding.
  • Dentgroup first reported a position in iShares US Regional Banks ETF in Q2 2023 and has held it in 11 quarters since.
  • Dentgroup's iShares US Regional Banks ETF position peaked at $1.78M in Q3 2023.
  • 171 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2025.

Based on Dentgroup's 13F filing for Q4 2025, filed 28 Jan 2026.