Chicago Partners Investment Group’s iShares US Regional Banks ETF IAT Stock Holding History

Chicago Partners Investment Group’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	$340K	Buy	5,371 +34	+0.6%	+$1.98K	0.01%	1180
2026 Q1	$311K	Buy	5,337 +26	+0.5%	+$1.48K	0.01%	1119
2025 Q4	$303K	Buy	5,311 +55	+1%	+$2.86K	0.01%	1034
2025 Q3	$261K	Buy	5,256 +39	+0.7%	+$2.03K	0.01%	1027
2025 Q2	$273K	Buy	5,217 +42	+0.8%	+$1.91K	0.01%	889
2025 Q1	$232K	Buy	5,175 +29	+0.6%	+$1.46K	0.01%	799
2024 Q4	$261K	Buy	5,146 +41	+0.8%	+$2.12K	0.01%	710
2024 Q3	$253K	Buy	5,105 +48	+0.9%	+$2.21K	0.01%	678
2024 Q2	$245K	Buy	5,057 +44	+0.9%	+$1.82K	0.01%	651
2024 Q1	$210K	Buy	5,013 +36	+0.7%	+$1.48K	0.01%	685
2023 Q4	$209K	Buy	+4,977	New	+$179K	0.01%	647
2023 Q1	–	Sell	-5,423	Closed	-$290K	–	674
2022 Q4	$290K	Buy	5,423 +369	+7%	+$18.1K	0.02%	484
2022 Q3	$252K	Buy	5,054 +5	+0.1%	+$260	0.02%	475
2022 Q2	$267K	Buy	5,049 +4	+0.1%	+$213	0.02%	468
2022 Q1	$258K	Buy	5,045 +2	+0%	+$127	0.02%	450
2021 Q4	$325K	Buy	5,043 +244	+5%	+$15.4K	0.02%	420
2021 Q3	$314K	Buy	4,799 +2	+0%	+$115	0.02%	428
2021 Q2	$269K	Buy	4,797 +1	+0%	+$59	0.02%	448
2021 Q1	$282K	Buy	4,796 +1	+0%	+$53	0.02%	412
2020 Q4	$235K	Buy	+4,795	New	+$193K	0.02%	405
2018 Q4	–	Sell	-1,096	Closed	-$49K	–	596
2018 Q3	$49K	Buy	1,096 +718	+190%	+$36.7K	0.01%	517
2018 Q2	$19K	Hold	378	–	–	﹤0.01%	674
2018 Q1	$19K	Buy	+378	New	+$19.8K	﹤0.01%	649

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

Chicago Partners Investment Group's IAT Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares US Regional Banks ETF (IAT) stake by 0.64% in Q2 2026, buying an estimated $1.98K and bringing the position to 5,371 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #1180.

Chicago Partners Investment Group first reported a position in IAT in Q1 2018 and has held it in 23 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Chicago Partners Investment Group held 5,371 shares of iShares US Regional Banks ETF worth $340K as of Q2 2026.
Chicago Partners Investment Group bought 34 iShares US Regional Banks ETF shares in Q2 2026, an estimated $1.98K.
iShares US Regional Banks ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1180 holding.
Chicago Partners Investment Group first reported a position in iShares US Regional Banks ETF in Q1 2018 and has held it in 23 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.