Action Point Financial Planning’s iShares US Regional Banks ETF IAT Stock Holding History

Action Point Financial Planning’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	$7.76K	Buy	+125	New	+$7.26K	﹤0.01%	1587

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Action Point Financial Planning's IAT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares US Regional Banks ETF (IAT) in Q2 2026: 125 shares worth $7.76K. The stake represents ﹤0.01% of the portfolio and ranks #1587 among its holdings.

173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Action Point Financial Planning held 125 shares of iShares US Regional Banks ETF worth $7.76K as of Q2 2026.
iShares US Regional Banks ETF was a new Action Point Financial Planning position in Q2 2026.
iShares US Regional Banks ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1587 holding.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.