Arax Advisory Partners’s iShares US Regional Banks ETF IAT Stock Holding History

Arax Advisory Partners’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	$185K	Buy	2,980 +2,730	+1,092%	+$159K	﹤0.01%	2302
2026 Q1	$13.5K	Hold	250	–	–	﹤0.01%	2296
2025 Q4	$13.8K	Buy	+250	New	+$13K	﹤0.01%	2319
2025 Q3	–	Sell	-250	Closed	-$12.4K	–	3915
2025 Q2	$12.4K	Hold	250	–	–	﹤0.01%	1872
2025 Q1	$11.7K	Hold	250	–	–	﹤0.01%	1514
2024 Q4	$12.6K	Hold	250	–	–	﹤0.01%	1407
2024 Q3	$11.9K	Hold	250	–	–	﹤0.01%	1331
2024 Q2	$10.4K	Hold	250	–	–	﹤0.01%	1259
2024 Q1	$10.8K	Sell	250 -5	-2%	-$205	﹤0.01%	763
2023 Q4	$10.7K	Buy	255 +5	+2%	+$179	﹤0.01%	756
2023 Q3	$8.4K	Hold	250	–	–	﹤0.01%	763
2023 Q2	$8.46K	Hold	250	–	–	﹤0.01%	745
2023 Q1	$8.95K	Hold	250	–	–	﹤0.01%	710
2022 Q4	$11.9K	Hold	250	–	–	﹤0.01%	627
2022 Q3	$12K	Hold	250	–	–	﹤0.01%	637
2022 Q2	$12K	Hold	250	–	–	﹤0.01%	629
2022 Q1	$15K	Hold	250	–	–	﹤0.01%	606
2021 Q4	$15K	Hold	250	–	–	﹤0.01%	600
2021 Q3	$15K	Hold	250	–	–	﹤0.01%	587
2021 Q2	$14K	Buy	+250	New	+$14.8K	﹤0.01%	616
2020 Q4	$11K	Hold	250	–	–	﹤0.01%	554
2020 Q3	$8K	Hold	250	–	–	﹤0.01%	562
2020 Q2	$8K	Hold	250	–	–	﹤0.01%	556
2020 Q1	$7K	Hold	250	–	–	﹤0.01%	549
2019 Q4	$13K	Sell	250 -250	-50%	-$12.2K	﹤0.01%	443
2019 Q3	$23K	Buy	500 +250	+100%	+$11.4K	0.01%	403
2019 Q2	$11K	Buy	+250	New	+$11.4K	﹤0.01%	458
2018 Q4	$10K	Hold	250	–	–	﹤0.01%	437
2018 Q3	$12K	Buy	+250	New	+$12.8K	﹤0.01%	454

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

Arax Advisory Partners's IAT Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares US Regional Banks ETF (IAT) stake by 1,092% in Q2 2026, buying an estimated $159K and bringing the position to 2,980 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #2302.

Arax Advisory Partners first reported a position in IAT in Q3 2018 and has held it in 29 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Arax Advisory Partners held 2,980 shares of iShares US Regional Banks ETF worth $185K as of Q2 2026.
Arax Advisory Partners bought 2,730 iShares US Regional Banks ETF shares in Q2 2026, an estimated $159K.
iShares US Regional Banks ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2302 holding.
Arax Advisory Partners first reported a position in iShares US Regional Banks ETF in Q3 2018 and has held it in 29 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.