Allworth Financial’s iShares US Regional Banks ETF IAT Stock Holding History

Allworth Financial’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	$51.8K	Sell	833 -213	-20%	-$12.4K	﹤0.01%	2450
2026 Q1	$56.3K	Buy	1,046 +22	+2%	+$1.25K	﹤0.01%	2232
2025 Q4	$56.5K	Sell	1,024 -77	-7%	-$4K	﹤0.01%	2113
2025 Q3	$57.8K	Buy	1,101 +6	+0.5%	+$313	﹤0.01%	2012
2025 Q2	$54.3K	Buy	1,095 +929	+560%	+$42.3K	﹤0.01%	1901
2025 Q1	$7.29K	Hold	166	–	–	﹤0.01%	2572
2024 Q4	$8.73K	Buy	166 +139	+515%	+$7.18K	﹤0.01%	2489
2024 Q3	$1.28K	Hold	27	–	–	﹤0.01%	3132
2024 Q2	$1.25K	Hold	27	–	–	﹤0.01%	3091
2024 Q1	$1.17K	Hold	27	–	–	﹤0.01%	3030
2023 Q4	$1.13K	Buy	+27	New	+$969	﹤0.01%	2911
2022 Q2	–	Sell	-161	Closed	-$9K	–	2581
2022 Q1	$9K	Buy	+161	New	+$10.2K	﹤0.01%	1514

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

Allworth Financial's IAT Position: Q2 2026 in Review

Allworth Financial reduced its iShares US Regional Banks ETF (IAT) stake by 20% in Q2 2026, selling an estimated $12.4K and leaving 833 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2450.

Allworth Financial first reported a position in IAT in Q1 2022 and has held it in 12 quarters since. The position peaked at $57.8K in Q3 2025. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Allworth Financial held 833 shares of iShares US Regional Banks ETF worth $51.8K as of Q2 2026.
Allworth Financial sold 213 iShares US Regional Banks ETF shares in Q2 2026, an estimated $12.4K.
iShares US Regional Banks ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2450 holding.
Allworth Financial first reported a position in iShares US Regional Banks ETF in Q1 2022 and has held it in 12 quarters since.
Allworth Financial's iShares US Regional Banks ETF position peaked at $57.8K in Q3 2025.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.