Dakota Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

Dakota Wealth 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	$1.03M	Sell	16,600 -1,884	-10%	-$109K	0.02%	424
2026 Q1	$995K	Hold	18,484	–	–	0.02%	405
2025 Q4	$1.02M	Hold	18,484	–	–	0.02%	402
2025 Q3	$971K	Hold	18,484	–	–	0.02%	359
2025 Q2	$916K	Hold	18,484	–	–	0.02%	399
2025 Q1	$862K	Hold	18,484	–	–	0.02%	404
2024 Q4	$931K	Hold	18,484	–	–	0.02%	379
2024 Q3	$879K	Hold	18,484	–	–	0.02%	395
2024 Q2	$766K	Hold	18,484	–	–	0.02%	421
2024 Q1	$802K	Buy	+18,484	New	+$758K	0.02%	403

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

Dakota Wealth Management's IAT Position: Q2 2026 in Review

Dakota Wealth Management reduced its iShares US Regional Banks ETF (IAT) stake by 10% in Q2 2026, selling an estimated $109K and leaving 16,600 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #424.

Dakota Wealth Management first reported a position in IAT in Q1 2024 and has held it in 10 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Dakota Wealth Management held 16,600 shares of iShares US Regional Banks ETF worth $1.03M as of Q2 2026.
Dakota Wealth Management sold 1,884 iShares US Regional Banks ETF shares in Q2 2026, an estimated $109K.
iShares US Regional Banks ETF made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #424 holding.
Dakota Wealth Management first reported a position in iShares US Regional Banks ETF in Q1 2024 and has held it in 10 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.