Comprehensive Financial Planning’s iShares US Regional Banks ETF IAT Stock Holding History

Comprehensive Financial Planning’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	$349K	Buy	5,614 +4,953	+749%	+$288K	0.19%	102
2026 Q1	$35.6K	Buy	661 +179	+37%	+$10.2K	0.02%	180
2025 Q4	$26.6K	Buy	482 +5	+1%	+$260	0.02%	194
2025 Q3	$25.1K	Buy	477 +3	+0.6%	+$156	0.02%	198
2025 Q2	$23.5K	Buy	474 +5	+1%	+$228	0.02%	188
2025 Q1	$21.9K	Buy	469 +2	+0.4%	+$100	0.02%	175
2024 Q4	$23.5K	Buy	+467	New	+$24.1K	0.02%	195

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

Comprehensive Financial Planning's IAT Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares US Regional Banks ETF (IAT) stake by 749% in Q2 2026, buying an estimated $288K and bringing the position to 5,614 shares worth $349K. The position accounts for 0.19% of the portfolio, ranked #102.

Comprehensive Financial Planning first reported a position in IAT in Q4 2024 and has held it in 7 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Comprehensive Financial Planning held 5,614 shares of iShares US Regional Banks ETF worth $349K as of Q2 2026.
Comprehensive Financial Planning bought 4,953 iShares US Regional Banks ETF shares in Q2 2026, an estimated $288K.
iShares US Regional Banks ETF made up 0.19% of Comprehensive Financial Planning's portfolio in Q2 2026, its #102 holding.
Comprehensive Financial Planning first reported a position in iShares US Regional Banks ETF in Q4 2024 and has held it in 7 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.