MC
IAT icon

Martin & Co’s iShares US Regional Banks ETF IAT Stock Holding History

Martin & Co’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 		$3.97M Sell
63,829
-249
-0.4% -$14.5K 0.62% 48
2026
Q1 		$3.45M Buy
64,078
+2,657
+4% +$151K 0.59% 53
2025
Q4 		$3.39M Buy
61,421
+1,182
+2% +$61.4K 0.58% 52
2025
Q3 		$3.16M Buy
60,239
+119
+0.2% +$6.2K 0.56% 54
2025
Q2 		$2.98M Sell
60,120
-468
-0.8% -$21.3K 0.55% 54
2025
Q1 		$2.83M Buy
60,588
+104
+0.2% +$5.22K 0.55% 54
2024
Q4 		$3.05M Sell
60,484
-2,525
-4% -$130K 0.75% 51
2024
Q3 		$3M Sell
63,009
-144
-0.2% -$6.63K 0.71% 53
2024
Q2 		$2.62M Sell
63,153
-260
-0.4% -$10.8K 0.66% 54
2024
Q1 		$2.75M Sell
63,413
-1,620
-2% -$66.4K 0.67% 56
2023
Q4 		$2.72M Sell
65,033
-2,461
-4% -$88.3K 0.67% 57
2023
Q3 		$2.27M Sell
67,494
-348
-0.5% -$12.5K 0.6% 64
2023
Q2 		$2.3M Sell
67,842
-2,496
-4% -$83.9K 0.58% 60
2023
Q1 		$2.52M Sell
70,338
-1,177
-2% -$55K 0.65% 57
2022
Q4 		$3.41M Buy
71,515
+1,867
+3% +$91.7K 0.9% 38
2022
Q3 		$3.33M Buy
69,648
+1,196
+2% +$62.1K 0.99% 34
2022
Q2 		$3.37M Buy
68,452
+2,102
+3% +$112K 0.96% 34
2022
Q1 		$3.91M Sell
66,350
-4,627
-7% -$293K 1% 32
2021
Q4 		$4.38M Sell
70,977
-507
-0.7% -$32K 1% 32
2021
Q3 		$4.33M Buy
71,484
+5,730
+9% +$330K 1.02% 33
2021
Q2 		$3.78M Sell
65,754
-2,892
-4% -$172K 0.94% 37
2021
Q1 		$3.89M Sell
68,646
-1,359
-2% -$71.9K 0.98% 33
2020
Q4 		$3.17M Buy
70,005
+145
+0.2% +$5.85K 0.81% 43
2020
Q3 		$2.29M Sell
69,860
-830
-1% -$28K 0.67% 48
2020
Q2 		$2.39M Buy
70,690
+640
+0.9% +$20.9K 0.74% 45
2020
Q1 		$2.02M Buy
70,050
+2,399
+4% +$103K 0.72% 44
2019
Q4 		$3.45M Buy
67,651
+440
+0.7% +$21.4K 0.99% 34
2019
Q3 		$3.13M Sell
67,211
-785
-1% -$35.7K 0.95% 34
2019
Q2 		$3.12M Sell
67,996
-1,080
-2% -$49.3K 0.93% 36
2019
Q1 		$3M Buy
69,076
+1,400
+2% +$63.2K 0.9% 37
2018
Q4 		$2.7M Sell
67,676
-425
-0.6% -$19.3K 0.95% 33
2018
Q3 		$3.34M Sell
68,101
-150
-0.2% -$7.67K 1.01% 32
2018
Q2 		$3.35M Buy
68,251
+835
+1% +$42.7K 1.07% 29
2018
Q1 		$3.4M Sell
67,416
-45,243
-40% -$2.36M 1.13% 23
2017
Q4 		$5.55M Sell
112,659
-35
-0% -$1.68K 1.76% 12
2017
Q3 		$5.32M Sell
112,694
-12,425
-10% -$561K 1.73% 13
2017
Q2 		$5.7M Buy
125,119
+335
+0.3% +$14.9K 1.76% 10
2017
Q1 		$5.59M Sell
124,784
-1,025
-0.8% -$47.3K 1.78% 9
2016
Q4 		$5.71M Sell
125,809
-2,205
-2% -$89.2K 1.85% 10
2016
Q3 		$4.5M Sell
128,014
-69,195
-35% -$2.37M 1.48% 23
2016
Q2 		$6.4M Sell
197,209
-8,995
-4% -$299K 2.07% 8
2016
Q1 		$6.55M Sell
206,204
-8,180
-4% -$255K 2.08% 7
2015
Q4 		$7.5M Sell
214,384
-1,450
-0.7% -$51.2K 2.39% 5
2015
Q3 		$7.28M Buy
215,834
+5,690
+3% +$202K 2.44% 5
2015
Q2 		$7.69M Sell
210,144
-990
-0.5% -$35.5K 2.52% 5
2015
Q1 		$7.36M Buy
211,134
+265
+0.1% +$9.02K 2.36% 9
2014
Q4 		$7.37M Buy
210,869
+1,330
+0.6% +$44.8K 2.33% 7
2014
Q3 		$6.94M Sell
209,539
-145
-0.1% -$4.88K 2.3% 8
2014
Q2 		$7.27M Buy
209,684
+1,665
+0.8% +$56.1K 2.35% 7
2014
Q1 		$7.27M Sell
208,019
-7,925
-4% -$265K 2.49% 6
2013
Q4 		$7.14M Sell
215,944
-35,991
-14% -$1.14M 2.44% 5
2013
Q3 		$7.51M Buy
251,935
+415
+0.2% +$12.7K 2.7% 3
2013
Q2 		$7.36M Buy
+251,520
New +$6.95M 2.64% 3

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Martin & Co's IAT Position: Q2 2026 in Review

Martin & Co reduced its iShares US Regional Banks ETF (IAT) stake by 0.39% in Q2 2026, selling an estimated $14.5K and leaving 63,829 shares worth $3.97M. The position accounts for 0.62% of the portfolio, ranked #48.

Martin & Co first reported a position in IAT in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.69M in Q2 2015. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Martin & Co held 63,829 shares of iShares US Regional Banks ETF worth $3.97M as of Q2 2026.
  • Martin & Co sold 249 iShares US Regional Banks ETF shares in Q2 2026, an estimated $14.5K.
  • iShares US Regional Banks ETF made up 0.62% of Martin & Co's portfolio in Q2 2026, its #48 holding.
  • Martin & Co first reported a position in iShares US Regional Banks ETF in Q2 2013 and has held it in 53 quarters since.
  • Martin & Co's iShares US Regional Banks ETF position peaked at $7.69M in Q2 2015.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Martin & Co's 13F filing for Q2 2026, filed 12 Aug 2026.