Creative Planning
IAT icon

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

Creative 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
Q1 		$488K Sell
9,070
-1,285
-12% -$72.9K ﹤0.01% 3049
2025
Q4 		$571K Sell
10,355
-1,647
-14% -$85.5K ﹤0.01% 2718
2025
Q3 		$630K Buy
12,002
+1,695
+16% +$88.4K ﹤0.01% 2527
2025
Q2 		$511K Buy
10,307
+45
+0.4% +$2.05K ﹤0.01% 2457
2025
Q1 		$479K Hold
10,262
– – ﹤0.01% 2328
2024
Q4 		$517K Buy
10,262
+91
+0.9% +$4.7K ﹤0.01% 2190
2024
Q3 		$484K Sell
10,171
-50
-0.5% -$2.3K ﹤0.01% 2139
2024
Q2 		$424K Hold
10,221
– – ﹤0.01% 2073
2024
Q1 		$443K Sell
10,221
-14,634
-59% -$600K ﹤0.01% 1939
2023
Q4 		$1.04M Buy
24,855
+14,129
+132% +$507K ﹤0.01% 1208
2023
Q3 		$360K Sell
10,726
-4,331
-29% -$156K ﹤0.01% 1791
2023
Q2 		$510K Buy
15,057
+2,702
+22% +$90.8K ﹤0.01% 1541
2023
Q1 		$442K Buy
12,355
+1,733
+16% +$81K ﹤0.01% 1551
2022
Q4 		$506K Buy
10,622
+304
+3% +$14.9K ﹤0.01% 1419
2022
Q3 		$493K Buy
10,318
+4
+0% +$208 ﹤0.01% 1340
2022
Q2 		$508K Sell
10,314
-13,126
-56% -$700K ﹤0.01% 1306
2022
Q1 		$1.38M Buy
23,440
+2,274
+11% +$144K ﹤0.01% 849
2021
Q4 		$1.31M Buy
21,166
+643
+3% +$40.6K ﹤0.01% 835
2021
Q3 		$1.24M Sell
20,523
-445
-2% -$25.6K ﹤0.01% 852
2021
Q2 		$1.21M Sell
20,968
-3,942
-16% -$234K ﹤0.01% 860
2021
Q1 		$1.41M Sell
24,910
-1,122
-4% -$59.4K ﹤0.01% 870
2020
Q4 		$1.18M Buy
26,032
+12,753
+96% +$514K ﹤0.01% 877
2020
Q3 		$435K Buy
13,279
+1,623
+14% +$54.8K ﹤0.01% 1204
2020
Q2 		$394K Buy
+11,656
New +$380K ﹤0.01% 1161
2019
Q1 		– Sell
-11,794
Closed -$470K – 2035
2018
Q4 		$470K Sell
11,794
-204
-2% -$9.24K ﹤0.01% 997
2018
Q3 		$588K Buy
11,998
+60
+0.5% +$3.07K ﹤0.01% 996
2018
Q2 		$587K Buy
11,938
+50
+0.4% +$2.56K ﹤0.01% 985
2018
Q1 		$599K Hold
11,888
– – ﹤0.01% 993
2017
Q4 		$586K Buy
+11,888
New +$570K ﹤0.01% 984
2017
Q3 		– Sell
-669
Closed -$30K – 2725
2017
Q2 		$30K Sell
669
-936
-58% -$41.6K ﹤0.01% 2885
2017
Q1 		$72K Sell
1,605
-2,453
-60% -$113K ﹤0.01% 2183
2016
Q4 		$184K Buy
4,058
+3,635
+859% +$147K ﹤0.01% 1452
2016
Q3 		$15K Sell
423
-1,477
-78% -$50.6K ﹤0.01% 3236
2016
Q2 		$62K Hold
1,900
– – ﹤0.01% 1985
2016
Q1 		$60K Hold
1,900
– – ﹤0.01% 1964
2015
Q4 		$66K Sell
1,900
-300
-14% -$10.6K ﹤0.01% 1892
2015
Q3 		$74K Buy
+2,200
New +$78.2K ﹤0.01% 1771
2015
Q2 		– Sell
-192
Closed -$7K – 1947
2015
Q1 		$7K Buy
+192
New +$6.53K ﹤0.01% 3392
2014
Q4 		– Sell
-1,738
Closed -$58K – 4241
2014
Q3 		$58K Sell
1,738
-8
-0.5% -$269 ﹤0.01% 1819
2014
Q2 		$61K Buy
1,746
+8
+0.5% +$269 ﹤0.01% 1742
2014
Q1 		$61K Hold
1,738
– – ﹤0.01% 1678
2013
Q4 		$57K Sell
1,738
-200
-10% -$6.31K ﹤0.01% 1516
2013
Q3 		$58K Sell
1,938
-219
-10% -$6.7K ﹤0.01% 1423
2013
Q2 		$63K Buy
+2,157
New +$59.6K ﹤0.01% 1253

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning's IAT Position: Q1 2026 in Review

Creative Planning reduced its iShares US Regional Banks ETF (IAT) stake by 12% in Q1 2026, selling an estimated $72.9K and leaving 9,070 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #3049.

Creative Planning first reported a position in IAT in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.41M in Q1 2021. 166 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

  • Creative Planning held 9,070 shares of iShares US Regional Banks ETF worth $488K as of Q1 2026.
  • Creative Planning sold 1,285 iShares US Regional Banks ETF shares in Q1 2026, an estimated $72.9K.
  • iShares US Regional Banks ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3049 holding.
  • Creative Planning first reported a position in iShares US Regional Banks ETF in Q2 2013 and has held it in 44 quarters since.
  • Creative Planning's iShares US Regional Banks ETF position peaked at $1.41M in Q1 2021.
  • 166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.