MARTIN & CO INC /TN/ IAT — iShares Dow Jones US Regional COM

Ownership history in MARTIN & CO INC /TN/  ·  60 quarters on record

AI Ownership Summary

MARTIN & CO INC /TN/ reported iShares Dow Jones US Regional COM (IAT) in 60 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.75% in 2024 Q4. The latest visible filing shows IAT at 0.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARTIN & CO INC /TN/'s position in iShares Dow Jones US Regional COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IAT was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IAT stock page MARTIN & CO INC /TN/ fund profile MARTIN & CO INC /TN/ full holdings
How MARTIN & CO INC /TN/ held IAT — position size vs. price
% of Fund (quarterly)    IAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 61,421 +1,182 +2.0% 0.58% $3.4M 2026-02-14 (Est.) $59.34
2025 Q3 ADDED — — — 60,239 +119 +0.2% 0.56% $3.2M 2025-11-07 $49.52
2025 Q2 REDUCED — — — 60,120 -468 -0.8% 0.55% $3.0M 2025-08-13 $50.28
2025 Q1 ADDED — — — 60,588 +104 +0.2% 0.55% $2.8M 2025-05-15 $46.92
2024 Q4 REDUCED — — — 60,484 -2,525 -4.0% 0.75% $3.0M 2025-01-31 $51.22
2024 Q3 REDUCED — — — 63,009 -144 -0.2% 0.70% $3.0M 2024-11-05 $47.28
2024 Q2 REDUCED — — — 63,153 -260 -0.4% 0.66% $2.6M 2024-08-12 $42.07
2024 Q1 REDUCED — — — 63,413 -1,620 -2.5% 0.67% $2.8M 2024-05-13 $40.26
2023 Q4 REDUCED — — — 65,033 -2,461 -3.6% 0.67% $2.7M 2024-02-13 $36.49
51 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IAT

As of 2026 Q1 — sorted by position size

Game Plan Financial Advisors, LLC 3Y 1.01% Asempa Wealth Advisors 0.72% Fearless Solutions, LLC dba Best Invest 0.59% Westwind Capital 3Y 7Y 0.36% Cadent Capital Advisors, LLC 3Y 0.3% AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 0.24% Viewpoint Capital Management LLC 3Y 0.18% Investment Research Partners LLC 0.15% QTR Family Wealth, LLC 0.13% High Net Worth Advisory Group LLC 3Y 0.11%

FAQ About MARTIN & CO INC /TN/ and IAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has MARTIN & CO INC /TN/ reported owning IAT?

MARTIN & CO INC /TN/ reported IAT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IAT position in MARTIN & CO INC /TN/'s portfolio?

The largest reported portfolio weight for IAT was 0.75% in 2024 Q4.

What is the latest reported IAT position on this page?

The most recent filing on this page is 2025 Q4, when MARTIN & CO INC /TN/ reported 61,421 shares, equal to 0.58% of portfolio, with an estimated market value of $3.4M.

What does the chart on this IAT ownership page compare?

The chart compares MARTIN & CO INC /TN/'s quarterly IAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MARTIN & CO INC /TN/ time their IAT position?

Based on 13F filing dates vs. subsequent IAT price moves, MARTIN & CO INC /TN/ correctly timed 29 out of 58 reported position changes (50%).

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