TD Waterhouse Canada’s iShares US Regional Banks ETF IAT Stock Holding History

TD Waterhouse Canada’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	$11K	Hold	174	–	–	﹤0.01%	1805
2026 Q1	$9.48K	Buy	+174	New	+$9.87K	﹤0.01%	1769
2025 Q3	–	Sell	-800	Closed	-$40.8K	–	2104
2025 Q2	$40.8K	Hold	800	–	–	﹤0.01%	1164
2025 Q1	$37K	Hold	800	–	–	﹤0.01%	1150
2024 Q4	$40.2K	Buy	+800	New	+$41.3K	﹤0.01%	1133
2023 Q2	–	Sell	-1,317	Closed	-$46.5K	–	1790
2023 Q1	$46.5K	Hold	1,317	–	–	﹤0.01%	920
2022 Q4	$62.8K	Hold	1,317	–	–	﹤0.01%	856
2022 Q3	$64.7K	Hold	1,317	–	–	﹤0.01%	856
2022 Q2	$65.8K	Hold	1,317	–	–	﹤0.01%	880
2022 Q1	$76.3K	Sell	1,317 -125	-9%	-$7.92K	﹤0.01%	901
2021 Q4	$94K	Buy	+1,442	New	+$91.2K	﹤0.01%	898

Other funds holding IAT

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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GPFA

Game Plan Financial Advisors Westlake, Ohio $269M AUM 28.74% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

TD Waterhouse Canada's IAT Position: Q2 2026 in Review

TD Waterhouse Canada held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 174 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

TD Waterhouse Canada first reported a position in IAT in Q4 2021 and has held it in 11 quarters since. The position peaked at $94K in Q4 2021. 101 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

TD Waterhouse Canada held 174 shares of iShares US Regional Banks ETF worth $11K as of Q2 2026.
TD Waterhouse Canada left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #1805 holding.
TD Waterhouse Canada first reported a position in iShares US Regional Banks ETF in Q4 2021 and has held it in 11 quarters since.
TD Waterhouse Canada's iShares US Regional Banks ETF position peaked at $94K in Q4 2021.
101 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.