AssetMark Inc’s iShares US Regional Banks ETF IAT Stock Holding History

AssetMark Inc’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	$1.99K	Hold	32	–	–	﹤0.01%	2971
2026 Q1	$1.72K	Hold	32	–	–	﹤0.01%	2896
2025 Q4	$1.76K	Hold	32	–	–	﹤0.01%	2799
2025 Q3	$1.68K	Hold	32	–	–	﹤0.01%	2660
2025 Q2	$1.59K	Hold	32	–	–	﹤0.01%	2494
2025 Q1	$1.49K	Buy	+32	New	+$1.6K	﹤0.01%	2229
2022 Q4	–	Sell	-61	Closed	-$3K	–	1617
2022 Q3	$3K	Buy	+61	New	+$3.17K	﹤0.01%	1355

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

AssetMark Inc's IAT Position: Q2 2026 in Review

AssetMark Inc held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 32 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2971.

AssetMark Inc first reported a position in IAT in Q3 2022 and has held it in 7 quarters since. The position peaked at $3K in Q3 2022. 172 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

AssetMark Inc held 32 shares of iShares US Regional Banks ETF worth $1.99K as of Q2 2026.
AssetMark Inc left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2971 holding.
AssetMark Inc first reported a position in iShares US Regional Banks ETF in Q3 2022 and has held it in 7 quarters since.
AssetMark Inc's iShares US Regional Banks ETF position peaked at $3K in Q3 2022.
172 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.