Bartlett & Co Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

Bartlett & Co Wealth Management’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	$41.2K	Hold	663	–	–	﹤0.01%	778
2026 Q1	$38.1K	Hold	663	–	–	﹤0.01%	730
2025 Q4	$36.6K	Hold	663	–	–	﹤0.01%	719
2025 Q3	$34.8K	Hold	663	–	–	﹤0.01%	733
2025 Q2	$32.9K	Hold	663	–	–	﹤0.01%	727
2025 Q1	$30.9K	Hold	663	–	–	﹤0.01%	738
2024 Q4	$33.4K	Hold	663	–	–	﹤0.01%	721
2024 Q3	$31.5K	Hold	663	–	–	﹤0.01%	741
2024 Q2	$27.5K	Hold	663	–	–	﹤0.01%	768
2024 Q1	$28.8K	Hold	663	–	–	﹤0.01%	757
2023 Q4	$28K	Buy	+663	New	+$23.8K	﹤0.01%	807
2023 Q1	–	Sell	-380	Closed	-$18.1K	–	1080
2022 Q4	$18.1K	Hold	380	–	–	﹤0.01%	733
2022 Q3	$18.1K	Hold	380	–	–	﹤0.01%	722
2022 Q2	$18.7K	Hold	380	–	–	﹤0.01%	748
2022 Q1	$22.4K	Buy	+380	New	+$24.1K	﹤0.01%	720

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

Bartlett & Co Wealth Management's IAT Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 663 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Bartlett & Co Wealth Management first reported a position in IAT in Q1 2022 and has held it in 15 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Bartlett & Co Wealth Management held 663 shares of iShares US Regional Banks ETF worth $41.2K as of Q2 2026.
Bartlett & Co Wealth Management left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #778 holding.
Bartlett & Co Wealth Management first reported a position in iShares US Regional Banks ETF in Q1 2022 and has held it in 15 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.