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Neville Rodie & Shaw’s iShares US Regional Banks ETF IAT Stock Holding History

Neville Rodie & Shaw’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 		$404K Hold
6,490
– – 0.03% 184
2026
Q1 		$349K Hold
6,490
– – 0.03% 193
2025
Q4 		$358K Hold
6,490
– – 0.03% 196
2025
Q3 		$341K Hold
6,490
– – 0.02% 197
2025
Q2 		$322K Sell
6,490
-385
-6% -$17.5K 0.02% 201
2025
Q1 		$321K Sell
6,875
-100
-1% -$5.02K 0.03% 210
2024
Q4 		$351K Hold
6,975
– – 0.03% 216
2024
Q3 		$332K Hold
6,975
– – 0.02% 214
2024
Q2 		$289K Hold
6,975
– – 0.02% 214
2024
Q1 		$303K Hold
6,975
– – 0.02% 217
2023
Q4 		$292K Sell
6,975
-150
-2% -$5.38K 0.02% 215
2023
Q3 		$239K Hold
7,125
– – 0.02% 228
2023
Q2 		$241K Sell
7,125
-700
-9% -$23.5K 0.02% 228
2023
Q1 		$280K Sell
7,825
-375
-5% -$17.5K 0.03% 218
2022
Q4 		$391K Hold
8,200
– – 0.04% 199
2022
Q3 		$392K Sell
8,200
-650
-7% -$33.8K 0.04% 189
2022
Q2 		$436K Hold
8,850
– – 0.04% 185
2022
Q1 		$513K Buy
8,850
+600
+7% +$38K 0.04% 186
2021
Q4 		$510K Buy
8,250
+185
+2% +$11.7K 0.04% 192
2021
Q3 		$488K Buy
8,065
+65
+0.8% +$3.74K 0.04% 183
2021
Q2 		$460K Buy
8,000
+1,050
+15% +$62.3K 0.04% 187
2021
Q1 		$394K Buy
6,950
+900
+15% +$47.6K 0.03% 199
2020
Q4 		$274K Buy
+6,050
New +$244K 0.02% 215
2020
Q3 		– Sell
-6,850
Closed -$232K – 249
2020
Q2 		$232K Sell
6,850
-750
-10% -$24.5K 0.02% 215
2020
Q1 		$220K Sell
7,600
-875
-10% -$37.4K 0.03% 205
2019
Q4 		$432K Sell
8,475
-9,050
-52% -$441K 0.04% 182
2019
Q3 		$816K Sell
17,525
-16,000
-48% -$728K 0.09% 133
2019
Q2 		$1.54M Sell
33,525
-11,737
-26% -$536K 0.16% 105
2019
Q1 		$1.97M Sell
45,262
-5,499
-11% -$248K 0.21% 95
2018
Q4 		$2.02M Buy
+50,761
New +$2.3M 0.25% 89

Other funds holding IAT

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
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Neville Rodie & Shaw's IAT Position: Q2 2026 in Review

Neville Rodie & Shaw held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 6,490 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #184.

Neville Rodie & Shaw first reported a position in IAT in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.02M in Q4 2018. 30 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Neville Rodie & Shaw held 6,490 shares of iShares US Regional Banks ETF worth $404K as of Q2 2026.
  • Neville Rodie & Shaw left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
  • iShares US Regional Banks ETF made up 0.03% of Neville Rodie & Shaw's portfolio in Q2 2026, its #184 holding.
  • Neville Rodie & Shaw first reported a position in iShares US Regional Banks ETF in Q4 2018 and has held it in 30 quarters since.
  • Neville Rodie & Shaw's iShares US Regional Banks ETF position peaked at $2.02M in Q4 2018.
  • 30 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.