Compass Financial Management’s iShares US Regional Banks ETF IAT Stock Holding History

Compass Financial Management’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	$2.67K	Buy	+43	New	+$2.5K	﹤0.01%	1279

Other funds holding IAT

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Compass Financial Management's IAT Position: Q2 2026 in Review

Compass Financial Management opened a new position in iShares US Regional Banks ETF (IAT) in Q2 2026: 43 shares worth $2.67K. The stake represents ﹤0.01% of the portfolio and ranks #1279 among its holdings.

167 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Compass Financial Management held 43 shares of iShares US Regional Banks ETF worth $2.67K as of Q2 2026.
iShares US Regional Banks ETF was a new Compass Financial Management position in Q2 2026.
iShares US Regional Banks ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1279 holding.
167 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.