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Beacon Pointe Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Beacon Pointe Advisors’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
Q1 		$1.45M Sell
27,011
-3,445
-11% -$195K 0.01% 850
2025
Q4 		$1.68M Buy
+30,456
New +$1.58M 0.01% 663
2024
Q1 		– Sell
-5,335
Closed -$223K – 1377
2023
Q4 		$223K Sell
5,335
-749
-12% -$26.9K ﹤0.01% 1181
2023
Q3 		$204K Buy
+6,084
New +$219K ﹤0.01% 1225
2023
Q2 		– Sell
-7,178
Closed -$257K – 1131
2023
Q1 		$257K Buy
+7,178
New +$335K ﹤0.01% 989
2022
Q2 		– Sell
-5,526
Closed -$326K – 1131
2022
Q1 		$326K Buy
5,526
+969
+21% +$61.4K ﹤0.01% 953
2021
Q4 		$281K Sell
4,557
-32
-0.7% -$2.02K 0.01% 756
2021
Q3 		$278K Buy
+4,589
New +$264K 0.01% 734

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return