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 Q3	$2.29M	Buy	40,076 +3,142	+9%	+$196K	0.54%	36
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Westwind Capital's IAT Position: Q3 2026 in Review

Westwind Capital increased its iShares US Regional Banks ETF (IAT) stake by 8.5% in Q3 2026, buying an estimated $196K and bringing the position to 40,076 shares worth $2.29M. The position accounts for 0.54% of the portfolio, ranked #36.

Westwind Capital first reported a position in IAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.3M in Q2 2026. 86 funds tracked by Wall St. Rank hold IAT as of Q3 2026.

Westwind Capital held 40,076 shares of iShares US Regional Banks ETF worth $2.29M as of Q3 2026.
Westwind Capital bought 3,142 iShares US Regional Banks ETF shares in Q3 2026, an estimated $196K.
iShares US Regional Banks ETF made up 0.54% of Westwind Capital's portfolio in Q3 2026, its #36 holding.
Westwind Capital first reported a position in iShares US Regional Banks ETF in Q4 2024 and has held it in 6 quarters since.
Westwind Capital's iShares US Regional Banks ETF position peaked at $2.3M in Q2 2026.
86 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2026.

Based on Westwind Capital's 13F filing for Q3 2026, filed 8 Oct 2026.