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

SignatureFD’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 		$684 Hold
11
– – ﹤0.01% 3318
2026
Q1 		$592 Hold
11
– – ﹤0.01% 3289
2025
Q4 		$607 Hold
11
– – ﹤0.01% 3198
2025
Q3 		$578 Hold
11
– – ﹤0.01% 3169
2025
Q2 		$545 Hold
11
– – ﹤0.01% 3090
2025
Q1 		$513 Hold
11
– – ﹤0.01% 3166
2024
Q4 		$554 Hold
11
– – ﹤0.01% 3129
2024
Q3 		$523 Buy
+11
New +$506 ﹤0.01% 3092
2023
Q4 		– Sell
-787
Closed -$26.4K – 3190
2023
Q3 		$26.4K Buy
+787
New +$28.3K ﹤0.01% 1713
2019
Q2 		– Sell
-60
Closed -$3K – 2093
2019
Q1 		$3K Buy
+60
New +$2.71K ﹤0.01% 1701
2014
Q3 		– Sell
-5,800
Closed -$201K – 801
2014
Q2 		$201K Buy
+5,800
New +$195K 0.07% 119

Other funds holding IAT

MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 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
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
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM

SignatureFD's IAT Position: Q2 2026 in Review

SignatureFD held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 11 shares worth $684. The position accounts for ﹤0.01% of the portfolio, ranked #3318.

SignatureFD first reported a position in IAT in Q2 2014 and has held it in 11 quarters since. The position peaked at $201K in Q2 2014. 49 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • SignatureFD held 11 shares of iShares US Regional Banks ETF worth $684 as of Q2 2026.
  • SignatureFD left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
  • iShares US Regional Banks ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #3318 holding.
  • SignatureFD first reported a position in iShares US Regional Banks ETF in Q2 2014 and has held it in 11 quarters since.
  • SignatureFD's iShares US Regional Banks ETF position peaked at $201K in Q2 2014.
  • 49 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.