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 Q2	$1.5M	Sell	24,035 -2,976	-11%	-$173K	0.01%	872
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 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

Beacon Pointe Advisors's IAT Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares US Regional Banks ETF (IAT) stake by 11% in Q2 2026, selling an estimated $173K and leaving 24,035 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #872.

Beacon Pointe Advisors first reported a position in IAT in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.68M in Q4 2025. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Beacon Pointe Advisors held 24,035 shares of iShares US Regional Banks ETF worth $1.5M as of Q2 2026.
Beacon Pointe Advisors sold 2,976 iShares US Regional Banks ETF shares in Q2 2026, an estimated $173K.
iShares US Regional Banks ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #872 holding.
Beacon Pointe Advisors first reported a position in iShares US Regional Banks ETF in Q3 2021 and has held it in 9 quarters since.
Beacon Pointe Advisors's iShares US Regional Banks ETF position peaked at $1.68M in Q4 2025.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.