Barrett & Company’s iShares US Regional Banks ETF IAT Stock Holding History

Barrett & Company’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	$69.1K	Hold	1,111	–	–	0.02%	283
2026 Q1	$59.8K	Buy	1,111 +6	+0.5%	+$340	0.02%	269
2025 Q4	$60.9K	Buy	1,105 +11	+1%	+$571	0.02%	270
2025 Q3	$57.5K	Buy	1,094 +8	+0.7%	+$417	0.02%	278
2025 Q2	$53.8K	Buy	1,086 +9	+0.8%	+$410	0.02%	284
2025 Q1	$50.2K	Buy	1,077 +6	+0.6%	+$301	0.02%	269
2024 Q4	$53.9K	Buy	1,071 +9	+0.8%	+$465	0.02%	256
2024 Q3	$50.5K	Buy	1,062 +10	+1%	+$460	0.02%	262
2024 Q2	$43.6K	Buy	1,052 +9	+0.9%	+$372	0.02%	282
2024 Q1	$45.3K	Buy	1,043 +7	+0.7%	+$287	0.02%	285
2023 Q4	$43.3K	Buy	1,036 +27	+3%	+$969	0.02%	268
2023 Q3	$33.9K	Hold	1,009	–	–	0.02%	284
2023 Q2	$34.1K	Buy	+1,009	New	+$33.9K	0.02%	284

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

Barrett & Company's IAT Position: Q2 2026 in Review

Barrett & Company held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 1,111 shares worth $69.1K. The position accounts for 0.02% of the portfolio, ranked #283.

Barrett & Company first reported a position in IAT in Q2 2023 and has held it in 13 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Barrett & Company held 1,111 shares of iShares US Regional Banks ETF worth $69.1K as of Q2 2026.
Barrett & Company left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up 0.02% of Barrett & Company's portfolio in Q2 2026, its #283 holding.
Barrett & Company first reported a position in iShares US Regional Banks ETF in Q2 2023 and has held it in 13 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.