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

Westwind Capital’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	$2.3M	Buy	36,934 +8,747	+31%	+$508K	0.54%	31
2026 Q1	$1.52M	Buy	+28,187	New	+$1.6M	0.36%	30
2025 Q3	–	Sell	-39,538	Closed	-$1.96M	–	41
2025 Q2	$1.96M	Buy	39,538 +4,373	+12%	+$199K	0.4%	28
2025 Q1	$1.64M	Buy	35,165 +13,966	+66%	+$700K	0.41%	25
2024 Q4	$1.07M	Buy	+21,199	New	+$1.1M	0.23%	28

Other funds holding IAT

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 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

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

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

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

HWMO

Heritage Wealth Management (Ohio) Cincinnati, Ohio $401M AUM 32.53% 1-Year Est. Return

Westwind Capital's IAT Position: Q2 2026 in Review

Westwind Capital increased its iShares US Regional Banks ETF (IAT) stake by 31% in Q2 2026, buying an estimated $508K and bringing the position to 36,934 shares worth $2.3M. The position accounts for 0.54% of the portfolio, ranked #31.

Westwind Capital first reported a position in IAT in Q4 2024 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Westwind Capital held 36,934 shares of iShares US Regional Banks ETF worth $2.3M as of Q2 2026.
Westwind Capital bought 8,747 iShares US Regional Banks ETF shares in Q2 2026, an estimated $508K.
iShares US Regional Banks ETF made up 0.54% of Westwind Capital's portfolio in Q2 2026, its #31 holding.
Westwind Capital first reported a position in iShares US Regional Banks ETF in Q4 2024 and has held it in 5 quarters since.
69 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.