DiNuzzo Private Wealth’s iShares US Regional Banks ETF IAT Stock Holding History

DiNuzzo Private Wealth’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	$9.2K	Hold	148	–	–	﹤0.01%	299
2026 Q1	$7.96K	Hold	148	–	–	﹤0.01%	304
2025 Q4	$8.15K	Hold	148	–	–	﹤0.01%	304
2025 Q3	$8K	Hold	148	–	–	﹤0.01%	297
2025 Q2	$7.33K	Hold	148	–	–	﹤0.01%	304
2025 Q1	$6.89K	Hold	148	–	–	﹤0.01%	304
2024 Q4	$7.44K	Hold	148	–	–	﹤0.01%	281
2024 Q3	$7.03K	Buy	+148	New	+$6.81K	﹤0.01%	303

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

DiNuzzo Private Wealth's IAT Position: Q2 2026 in Review

DiNuzzo Private Wealth held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 148 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

DiNuzzo Private Wealth first reported a position in IAT in Q3 2024 and has held it in 8 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

DiNuzzo Private Wealth held 148 shares of iShares US Regional Banks ETF worth $9.2K as of Q2 2026.
DiNuzzo Private Wealth left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #299 holding.
DiNuzzo Private Wealth first reported a position in iShares US Regional Banks ETF in Q3 2024 and has held it in 8 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.