IAIM
IAT icon

International Assets Investment Management’s iShares US Regional Banks ETF IAT Stock Holding History

International Assets Investment Management’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 		$110K Sell
1,734
-51
-3% -$2.96K 0.01% 1064
2026
Q1 		$97.2K Buy
1,785
+766
+75% +$43.5K 0.01% 1023
2025
Q4 		$56.2K Buy
+1,019
New +$52.9K ﹤0.01% 1171
2024
Q4 		– Sell
-64,693
Closed -$1.36K – 1289
2024
Q3 		$1.36K Buy
64,693
+63,336
+4,667% +$2.92M ﹤0.01% 1017
2024
Q2 		$56.3K Buy
+1,357
New +$56.1K 0.01% 1136

Other funds holding IAT

GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return

International Assets Investment Management's IAT Position: Q2 2026 in Review

International Assets Investment Management reduced its iShares US Regional Banks ETF (IAT) stake by 2.9% in Q2 2026, selling an estimated $2.96K and leaving 1,734 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #1064.

International Assets Investment Management first reported a position in IAT in Q2 2024 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • International Assets Investment Management held 1,734 shares of iShares US Regional Banks ETF worth $110K as of Q2 2026.
  • International Assets Investment Management sold 51 iShares US Regional Banks ETF shares in Q2 2026, an estimated $2.96K.
  • iShares US Regional Banks ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1064 holding.
  • International Assets Investment Management first reported a position in iShares US Regional Banks ETF in Q2 2024 and has held it in 5 quarters since.
  • 66 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.