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

Clearstead 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	$17.1K	Hold	275	–	–	﹤0.01%	1834
2026 Q1	$14.8K	Hold	275	–	–	﹤0.01%	1514
2025 Q4	$15.2K	Hold	275	–	–	﹤0.01%	1789
2025 Q3	$14.4K	Hold	275	–	–	﹤0.01%	1785
2025 Q2	$13.6K	Hold	275	–	–	﹤0.01%	1776
2025 Q1	$12.8K	Hold	275	–	–	﹤0.01%	1548
2024 Q4	$13.8K	Hold	275	–	–	﹤0.01%	1495
2024 Q3	$13.1K	Sell	275 -200	-42%	-$9.21K	﹤0.01%	1532
2024 Q2	$19.7K	Sell	475 -400	-46%	-$16.5K	﹤0.01%	1382
2024 Q1	$37.5K	Sell	875 -233	-21%	-$9.55K	﹤0.01%	834
2023 Q4	$46.4K	Hold	1,108	–	–	﹤0.01%	758
2023 Q3	$37.2K	Hold	1,108	–	–	﹤0.01%	769
2023 Q2	$37.5K	Buy	+1,108	New	+$37.2K	﹤0.01%	783

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

Clearstead Advisors's IAT Position: Q2 2026 in Review

Clearstead Advisors held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 275 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

Clearstead Advisors first reported a position in IAT in Q2 2023 and has held it in 13 quarters since. The position peaked at $46.4K in Q4 2023. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Clearstead Advisors held 275 shares of iShares US Regional Banks ETF worth $17.1K as of Q2 2026.
Clearstead Advisors left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1834 holding.
Clearstead Advisors first reported a position in iShares US Regional Banks ETF in Q2 2023 and has held it in 13 quarters since.
Clearstead Advisors's iShares US Regional Banks ETF position peaked at $46.4K in Q4 2023.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.