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

Darwin 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	$24.4K	Buy	392 +2	+0.5%	+$116	0.01%	309
2026 Q1	$21K	Buy	390 +2	+0.5%	+$113	0.01%	301
2025 Q4	$21.4K	Buy	388 +4	+1%	+$208	0.01%	302
2025 Q3	$20.2K	Buy	384 +3	+0.8%	+$156	0.01%	302
2025 Q2	$18.9K	Buy	381 +5	+1%	+$228	0.01%	289
2025 Q1	$19K	Hold	376	–	–	0.01%	310
2024 Q4	$19K	Buy	376 +6	+2%	+$310	0.01%	310
2024 Q3	$17.6K	Buy	+370	New	+$17K	﹤0.01%	325
2021 Q2	–	Sell	-3,724	Closed	-$211K	–	179
2021 Q1	$211K	Buy	+3,724	New	+$197K	0.04%	157

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

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

Darwin Wealth Management increased its iShares US Regional Banks ETF (IAT) stake by 0.51% in Q2 2026, buying an estimated $116 and bringing the position to 392 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #309.

Darwin Wealth Management first reported a position in IAT in Q1 2021 and has held it in 9 quarters since. The position peaked at $211K in Q1 2021. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Darwin Wealth Management held 392 shares of iShares US Regional Banks ETF worth $24.4K as of Q2 2026.
Darwin Wealth Management bought 2 iShares US Regional Banks ETF shares in Q2 2026, an estimated $116.
iShares US Regional Banks ETF made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #309 holding.
Darwin Wealth Management first reported a position in iShares US Regional Banks ETF in Q1 2021 and has held it in 9 quarters since.
Darwin Wealth Management's iShares US Regional Banks ETF position peaked at $211K in Q1 2021.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.