Cardiff Park Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Cardiff Park 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	$154K	Buy	2,473 +16	+0.7%	+$930	0.01%	283
2026 Q1	$132K	Buy	2,457 +12	+0.5%	+$681	0.01%	302
2025 Q4	$135K	Buy	2,445 +25	+1%	+$1.3K	0.01%	290
2025 Q3	$127K	Buy	2,420 +18	+0.7%	+$938	0.01%	309
2025 Q2	$119K	Buy	2,402 +20	+0.8%	+$911	0.01%	283
2025 Q1	$111K	Buy	2,382 +13	+0.5%	+$652	0.01%	282
2024 Q4	$119K	Buy	2,369 +19	+0.8%	+$982	0.01%	273
2024 Q3	$112K	Buy	2,350 +22	+0.9%	+$1.01K	0.01%	275
2024 Q2	$96.5K	Buy	2,328 +20	+0.9%	+$827	0.01%	272
2024 Q1	$100K	Buy	2,308 +16	+0.7%	+$656	0.01%	290
2023 Q4	$95.9K	Buy	2,292 +61	+3%	+$2.19K	0.01%	267
2023 Q3	$75K	Hold	2,231	–	–	0.01%	256
2023 Q2	$75.5K	Buy	2,231 +19	+0.9%	+$639	0.01%	270
2023 Q1	$79.2K	Buy	+2,212	New	+$103K	0.01%	264

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

Cardiff Park Advisors's IAT Position: Q2 2026 in Review

Cardiff Park Advisors increased its iShares US Regional Banks ETF (IAT) stake by 0.65% in Q2 2026, buying an estimated $930 and bringing the position to 2,473 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #283.

Cardiff Park Advisors first reported a position in IAT in Q1 2023 and has held it in 14 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Cardiff Park Advisors held 2,473 shares of iShares US Regional Banks ETF worth $154K as of Q2 2026.
Cardiff Park Advisors bought 16 iShares US Regional Banks ETF shares in Q2 2026, an estimated $930.
iShares US Regional Banks ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q2 2026, its #283 holding.
Cardiff Park Advisors first reported a position in iShares US Regional Banks ETF in Q1 2023 and has held it in 14 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.