Cerity Partners’s iShares US Regional Banks ETF IAT Stock Holding History

Cerity Partners’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	$223K	Buy	+3,583	New	+$208K	﹤0.01%	2989
2025 Q3	–	Sell	-4,373	Closed	-$217K	–	2801
2025 Q2	$217K	Buy	+4,373	New	+$199K	﹤0.01%	2311
2023 Q2	–	Sell	-858	Closed	-$412K	–	1793
2023 Q1	$412K	Buy	+858	New	+$40.1K	﹤0.01%	1393

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

Cerity Partners's IAT Position: Q2 2026 in Review

Cerity Partners opened a new position in iShares US Regional Banks ETF (IAT) in Q2 2026: 3,583 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #2989 among its holdings. This is a return to the name: Cerity Partners previously reported a position in IAT as recently as Q2 2025.

Cerity Partners first reported a position in IAT in Q1 2023 and has held it in 3 quarters since. The position peaked at $412K in Q1 2023. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Cerity Partners held 3,583 shares of iShares US Regional Banks ETF worth $223K as of Q2 2026.
iShares US Regional Banks ETF was a new Cerity Partners position in Q2 2026.
iShares US Regional Banks ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2989 holding.
Cerity Partners first reported a position in iShares US Regional Banks ETF in Q1 2023 and has held it in 3 quarters since.
Cerity Partners's iShares US Regional Banks ETF position peaked at $412K in Q1 2023.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.