Bogart Wealth LLC’s iShares US Regional Banks ETF IAT Stock Holding History

Bogart Wealth LLC’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	$21.8K	Hold	351	–	–	﹤0.01%	780
2026 Q1	$18.9K	Hold	351	–	–	﹤0.01%	744
2025 Q4	$19.4K	Hold	351	–	–	﹤0.01%	695
2025 Q3	$18.4K	Hold	351	–	–	﹤0.01%	688
2025 Q2	$17.4K	Hold	351	–	–	﹤0.01%	666
2025 Q1	$16.4K	Hold	351	–	–	﹤0.01%	635
2024 Q4	$17.7K	Hold	351	–	–	﹤0.01%	611
2024 Q3	$16.7K	Hold	351	–	–	﹤0.01%	583
2024 Q2	$14.6K	Hold	351	–	–	﹤0.01%	593
2024 Q1	$15.2K	Hold	351	–	–	﹤0.01%	569
2023 Q4	$14.7K	Hold	351	–	–	﹤0.01%	554
2023 Q3	$11.8K	Buy	+351	New	+$12.6K	﹤0.01%	562

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

Bogart Wealth LLC's IAT Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 351 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Bogart Wealth LLC first reported a position in IAT in Q3 2023 and has held it in 12 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Bogart Wealth LLC held 351 shares of iShares US Regional Banks ETF worth $21.8K as of Q2 2026.
Bogart Wealth LLC left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #780 holding.
Bogart Wealth LLC first reported a position in iShares US Regional Banks ETF in Q3 2023 and has held it in 12 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.