Advisornet Financial’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $81.9K | Buy |
1,316
+8
| +0.6% | +$465 | ﹤0.01% | 942 |
|
|
2026
Q1 | $70.4K | Sell |
1,308
-194
| -13% | -$11K | ﹤0.01% | 939 |
|
|
2025
Q4 | $82.8K | Buy |
1,502
+13
| +0.9% | +$675 | ﹤0.01% | 886 |
|
|
2025
Q3 | $78.2K | Buy |
1,489
+9
| +0.6% | +$469 | ﹤0.01% | 871 |
|
|
2025
Q2 | $73.3K | Buy |
1,480
+10
| +0.7% | +$455 | ﹤0.01% | 860 |
|
|
2025
Q1 | $68.5K | Buy |
1,470
+7
| +0.5% | +$351 | 0.01% | 832 |
|
|
2024
Q4 | $73.7K | Buy |
1,463
+66
| +5% | +$3.41K | 0.01% | 765 |
|
|
2024
Q3 | $66.4K | Buy |
1,397
+12
| +0.9% | +$552 | 0.01% | 816 |
|
|
2024
Q2 | $57.4K | Sell |
1,385
-290
| -17% | -$12K | 0.01% | 779 |
|
|
2024
Q1 | $72.7K | Buy |
1,675
+1,175
| +235% | +$48.2K | 0.01% | 709 |
|
|
2023
Q4 | $20.9K | Hold |
500
| – | – | ﹤0.01% | 1063 |
|
|
2023
Q3 | $16.8K | Hold |
500
| – | – | ﹤0.01% | 1088 |
|
|
2023
Q2 | $16.9K | Hold |
500
| – | – | ﹤0.01% | 1154 |
|
|
2023
Q1 | $17.9K | Hold |
500
| – | – | ﹤0.01% | 1115 |
|
|
2022
Q4 | $23.8K | Hold |
500
| – | – | ﹤0.01% | 1000 |
|
|
2022
Q3 | $24K | Sell |
500
-41
| -8% | -$2.13K | ﹤0.01% | 1054 |
|
|
2022
Q2 | $27K | Sell |
541
-3,400
| -86% | -$181K | ﹤0.01% | 1034 |
|
|
2022
Q1 | $232K | Buy |
3,941
+499
| +14% | +$31.6K | 0.01% | 527 |
|
|
2021
Q4 | $213K | Buy |
3,442
+516
| +18% | +$32.6K | 0.01% | 590 |
|
|
2021
Q3 | $177K | Sell |
2,926
-39
| -1% | -$2.24K | 0.01% | 613 |
|
|
2021
Q2 | $171K | Buy |
2,965
+996
| +51% | +$59.1K | 0.01% | 628 |
|
|
2021
Q1 | $112K | Buy |
1,969
+2
| +0.1% | +$106 | 0.01% | 721 |
|
|
2020
Q4 | $89K | Buy |
1,967
+3
| +0.2% | +$121 | 0.01% | 724 |
|
|
2020
Q3 | $64K | Buy |
1,964
+5
| +0.3% | +$169 | 0.01% | 793 |
|
|
2020
Q2 | $66K | Buy |
1,959
+8
| +0.4% | +$261 | 0.01% | 782 |
|
|
2020
Q1 | $56K | Hold |
1,951
| – | – | 0.01% | 761 |
|
|
2019
Q4 | $99K | Sell |
1,951
-1,273
| -39% | -$62K | 0.01% | 679 |
|
|
2019
Q3 | $150K | Buy |
3,224
+1,474
| +84% | +$67.1K | 0.01% | 573 |
|
|
2019
Q2 | $80K | Buy |
+1,750
| New | +$79.8K | 0.01% | 672 |
|
|
2018
Q4 | – | Sell |
-550
| Closed | -$27K | – | 1510 |
|
|
2018
Q3 | $27K | Hold |
550
| – | – | ﹤0.01% | 879 |
|
|
2018
Q2 | $27K | Hold |
550
| – | – | ﹤0.01% | 869 |
|
|
2018
Q1 | $28K | Hold |
550
| – | – | ﹤0.01% | 852 |
|
|
2017
Q4 | $27K | Buy |
+550
| New | +$26.4K | ﹤0.01% | 801 |
|
Other funds holding IAT
GHA
Advisornet Financial's IAT Position: Q2 2026 in Review
Advisornet Financial increased its iShares US Regional Banks ETF (IAT) stake by 0.61% in Q2 2026, buying an estimated $465 and bringing the position to 1,316 shares worth $81.9K. The position accounts for ﹤0.01% of the portfolio, ranked #942.
Advisornet Financial first reported a position in IAT in Q4 2017 and has held it in 33 quarters since. The position peaked at $232K in Q1 2022. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.
- Advisornet Financial held 1,316 shares of iShares US Regional Banks ETF worth $81.9K as of Q2 2026.
- Advisornet Financial bought 8 iShares US Regional Banks ETF shares in Q2 2026, an estimated $465.
- iShares US Regional Banks ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #942 holding.
- Advisornet Financial first reported a position in iShares US Regional Banks ETF in Q4 2017 and has held it in 33 quarters since.
- Advisornet Financial's iShares US Regional Banks ETF position peaked at $232K in Q1 2022.
- 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.