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Woodmont Investment Counsel’s iShares US Regional Banks ETF IAT Stock Holding History

Woodmont Investment Counsel’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 		$206K Buy
+3,312
New +$192K 0.01% 281
2024
Q2 		– Sell
-3,500
Closed -$152K – 281
2024
Q1 		$152K Buy
+3,500
New +$144K 0.01% 266
2023
Q1 		– Sell
-4,600
Closed -$219K – 252
2022
Q4 		$219K Hold
4,600
– – 0.02% 237
2022
Q3 		$220K Hold
4,600
– – 0.03% 229
2022
Q2 		$227K Hold
4,600
– – 0.03% 224
2022
Q1 		$271K Hold
4,600
– – 0.03% 216
2021
Q4 		$284K Hold
4,600
– – 0.04% 187
2021
Q3 		$279K Hold
4,600
– – 0.04% 179
2021
Q2 		$265K Sell
4,600
-100
-2% -$5.93K 0.04% 176
2021
Q1 		$266K Hold
4,700
– – 0.05% 167
2020
Q4 		$213K Buy
+4,700
New +$190K 0.04% 169
2020
Q2 		– Sell
-7,600
Closed -$220K – 180
2020
Q1 		$220K Sell
7,600
-2,000
-21% -$85.6K 0.06% 158
2019
Q4 		$489K Hold
9,600
– – 0.11% 125
2019
Q3 		$447K Sell
9,600
-1,875
-16% -$85.3K 0.11% 131
2019
Q2 		$527K Hold
11,475
– – 0.13% 125
2019
Q1 		$499K Sell
11,475
-4,450
-28% -$201K 0.13% 127
2018
Q4 		$634K Buy
15,925
+9,850
+162% +$446K 0.18% 112
2018
Q3 		$298K Sell
6,075
-600
-9% -$30.7K 0.08% 142
2018
Q2 		$328K Buy
6,675
+300
+5% +$15.3K 0.09% 134
2018
Q1 		$321K Sell
6,375
-700
-10% -$36.6K 0.09% 144
2017
Q4 		$349K Sell
7,075
-1,250
-15% -$60K 0.09% 151
2017
Q3 		$393K Sell
8,325
-539
-6% -$24.4K 0.11% 141
2017
Q2 		$404K Sell
8,864
-7,600
-46% -$338K 0.11% 136
2017
Q1 		$747K Hold
16,464
– – 0.22% 109
2016
Q4 		$747K Sell
16,464
-150
-0.9% -$6.07K 0.21% 111
2016
Q3 		$584K Buy
16,614
+400
+2% +$13.7K 0.17% 125
2016
Q2 		$526K Buy
16,214
+489
+3% +$16.3K 0.16% 132
2016
Q1 		$500K Buy
+15,725
New +$491K 0.15% 127

Other funds holding IAT

GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Truist Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Woodmont Investment Counsel's IAT Position: Q2 2026 in Review

Woodmont Investment Counsel opened a new position in iShares US Regional Banks ETF (IAT) in Q2 2026: 3,312 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #281 among its holdings. This is a return to the name: Woodmont Investment Counsel previously reported a position in IAT as recently as Q1 2024.

Woodmont Investment Counsel first reported a position in IAT in Q1 2016 and has held it in 28 quarters since. The position peaked at $747K in Q1 2017. 75 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Woodmont Investment Counsel held 3,312 shares of iShares US Regional Banks ETF worth $206K as of Q2 2026.
  • iShares US Regional Banks ETF was a new Woodmont Investment Counsel position in Q2 2026.
  • iShares US Regional Banks ETF made up 0.01% of Woodmont Investment Counsel's portfolio in Q2 2026, its #281 holding.
  • Woodmont Investment Counsel first reported a position in iShares US Regional Banks ETF in Q1 2016 and has held it in 28 quarters since.
  • Woodmont Investment Counsel's iShares US Regional Banks ETF position peaked at $747K in Q1 2017.
  • 75 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.