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

CoreCap 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	$106K	Buy	1,704 +6	+0.4%	+$349	﹤0.01%	1075
2026 Q1	$91.4K	Sell	1,698 -103	-6%	-$5.84K	﹤0.01%	1056
2025 Q4	$99.3K	Sell	1,801 -60	-3%	-$3.12K	﹤0.01%	1035
2025 Q3	$97.8K	Sell	1,861 -605	-25%	-$31.5K	﹤0.01%	1050
2025 Q2	$122K	Sell	2,466 -794	-24%	-$36.2K	﹤0.01%	915
2025 Q1	$152K	Sell	3,260 -625	-16%	-$31.3K	0.01%	754
2024 Q4	$196K	Sell	3,885 -2,648	-41%	-$137K	0.01%	712
2024 Q3	$311K	Buy	+6,533	New	+$301K	0.01%	569
2024 Q2	–	Sell	-10,783	Closed	-$468K	–	2045
2024 Q1	$468K	Sell	10,783 -2,010	-16%	-$82.4K	0.02%	412
2023 Q4	$535K	Sell	12,793 -167	-1%	-$5.99K	0.03%	338
2023 Q3	$435K	Sell	12,960 -2,032	-14%	-$73.1K	0.03%	347
2023 Q2	$507K	Buy	+14,992	New	+$504K	0.04%	344
2022 Q4	$76.8K	Buy	+1,612	New	+$79.1K	0.01%	833
2022 Q3	–	Sell	-1,605	Closed	-$79K	–	1221
2022 Q2	$79K	Buy	+1,605	New	+$85.5K	0.01%	773
2022 Q1	–	Sell	-1,610	Closed	-$99K	–	1231
2021 Q4	$99K	Buy	+1,610	New	+$102K	0.01%	748

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

CoreCap Advisors's IAT Position: Q2 2026 in Review

CoreCap Advisors increased its iShares US Regional Banks ETF (IAT) stake by 0.35% in Q2 2026, buying an estimated $349 and bringing the position to 1,704 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

CoreCap Advisors first reported a position in IAT in Q4 2021 and has held it in 15 quarters since. The position peaked at $535K in Q4 2023. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

CoreCap Advisors held 1,704 shares of iShares US Regional Banks ETF worth $106K as of Q2 2026.
CoreCap Advisors bought 6 iShares US Regional Banks ETF shares in Q2 2026, an estimated $349.
iShares US Regional Banks ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1075 holding.
CoreCap Advisors first reported a position in iShares US Regional Banks ETF in Q4 2021 and has held it in 15 quarters since.
CoreCap Advisors's iShares US Regional Banks ETF position peaked at $535K in Q4 2023.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.