iShares Dow Jones US Reg Banks Ind. shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Reg Banks Ind. (IAT) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in iShares Dow Jones US Reg Banks Ind.
Tip: Access up to 7 years of quarterly data
All positions including iShares Dow Jones US Reg Banks Ind. held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Dow Jones US Reg Banks Ind. by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $160k | 3.0k | 53.84 |
| 2025-12-31 | $164k | 3.0k | 55.15 |
| 2025-09-30 | $157k | 3.0k | 52.53 |
| 2025-06-30 | $167k | 3.3k | 51.05 |
| 2025-03-31 | $152k | 3.3k | 46.20 |
| 2024-12-31 | $144k | 2.9k | 50.36 |
Top funds holding iShares Dow Jones US Reg Banks Ind.
View all funds holding iShares Dow Jones US Reg Banks Ind.