Monument Capital Management’s iShares US Regional Banks ETF IAT Stock Holding History

Monument Capital 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	$5.78M	Buy	+92,951	New	+$5.4M	1.16%	20

Other funds holding IAT

Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

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

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return

Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

Cordoba Advisory Partners New York $472M AUM

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Monument Capital Management's IAT Position: Q2 2026 in Review

Monument Capital Management opened a new position in iShares US Regional Banks ETF (IAT) in Q2 2026: 92,951 shares worth $5.78M. The stake represents 1.16% of the portfolio and ranks #20 among its holdings.

49 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Monument Capital Management held 92,951 shares of iShares US Regional Banks ETF worth $5.78M as of Q2 2026.
iShares US Regional Banks ETF was a new Monument Capital Management position in Q2 2026.
iShares US Regional Banks ETF made up 1.16% of Monument Capital Management's portfolio in Q2 2026, its #20 holding.
49 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.