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

Crestwood Advisors Group’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	$2.64M	Sell	42,416 -2,960	-7%	-$172K	0.04%	213
2026 Q1	$2.44M	Sell	45,376 -650	-1%	-$36.9K	0.04%	211
2025 Q4	$2.54M	Sell	46,026 -835	-2%	-$43.4K	0.04%	195
2025 Q3	$2.46M	Sell	46,861 -4,671	-9%	-$244K	0.04%	192
2025 Q2	$2.55M	Sell	51,532 -1,025	-2%	-$46.7K	0.05%	179
2025 Q1	$2.45M	Sell	52,557 -6,200	-11%	-$311K	0.05%	181
2024 Q4	$2.96M	Sell	58,757 -659	-1%	-$34K	0.06%	160
2024 Q3	$2.82M	Sell	59,416 -800	-1%	-$36.8K	0.05%	157
2024 Q2	$2.5M	Sell	60,216 -4,043	-6%	-$167K	0.05%	159
2024 Q1	$2.79M	Sell	64,259 -18,560	-22%	-$761K	0.06%	147
2023 Q4	$3.47M	Sell	82,819 -5,972	-7%	-$214K	0.08%	139
2023 Q3	$2.98M	Buy	+88,791	New	+$3.2M	0.08%	134

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

Crestwood Advisors Group's IAT Position: Q2 2026 in Review

Crestwood Advisors Group reduced its iShares US Regional Banks ETF (IAT) stake by 6.5% in Q2 2026, selling an estimated $172K and leaving 42,416 shares worth $2.64M. The position accounts for 0.04% of the portfolio, ranked #213.

Crestwood Advisors Group first reported a position in IAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.47M in Q4 2023. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Crestwood Advisors Group held 42,416 shares of iShares US Regional Banks ETF worth $2.64M as of Q2 2026.
Crestwood Advisors Group sold 2,960 iShares US Regional Banks ETF shares in Q2 2026, an estimated $172K.
iShares US Regional Banks ETF made up 0.04% of Crestwood Advisors Group's portfolio in Q2 2026, its #213 holding.
Crestwood Advisors Group first reported a position in iShares US Regional Banks ETF in Q3 2023 and has held it in 12 quarters since.
Crestwood Advisors Group's iShares US Regional Banks ETF position peaked at $3.47M in Q4 2023.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.