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Ashton Thomas Private Wealth’s iShares US Regional Banks ETF IAT Stock Holding History

Ashton Thomas Private Wealth’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 		$34.7K Hold
557
– – ﹤0.01% 1395
2026
Q1 		$30K Buy
+557
New +$31.6K ﹤0.01% 1321
2024
Q3 		– Sell
-557
Closed -$23.1K – 1177
2024
Q2 		$23.1K Buy
+557
New +$23K ﹤0.01% 1121

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Ashton Thomas Private Wealth's IAT Position: Q2 2026 in Review

Ashton Thomas Private Wealth held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 557 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Ashton Thomas Private Wealth first reported a position in IAT in Q2 2024 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Ashton Thomas Private Wealth held 557 shares of iShares US Regional Banks ETF worth $34.7K as of Q2 2026.
  • Ashton Thomas Private Wealth left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
  • iShares US Regional Banks ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1395 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares US Regional Banks ETF in Q2 2024 and has held it in 3 quarters since.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.