Ellis Investment Partners’s iShares US Regional Banks ETF IAT Stock Holding History

Ellis Investment Partners’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	$499K	Buy	8,025 +40	+0.5%	+$2.32K	0.08%	169
2026 Q1	$430K	Sell	7,985 -950	-11%	-$53.9K	0.07%	180
2025 Q4	$493K	Buy	8,935 +554	+7%	+$28.8K	0.09%	160
2025 Q3	$440K	Buy	8,381 +2,117	+34%	+$110K	0.08%	161
2025 Q2	$310K	Buy	6,264 +593	+10%	+$27K	0.06%	189
2025 Q1	$264K	Sell	5,671 -79	-1%	-$3.96K	0.05%	196
2024 Q4	$290K	Buy	+5,750	New	+$297K	0.06%	187
2022 Q2	–	Sell	-3,165	Closed	-$186K	–	802
2022 Q1	$186K	Buy	+3,165	New	+$201K	0.04%	227

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

Ellis Investment Partners's IAT Position: Q2 2026 in Review

Ellis Investment Partners increased its iShares US Regional Banks ETF (IAT) stake by 0.5% in Q2 2026, buying an estimated $2.32K and bringing the position to 8,025 shares worth $499K. The position accounts for 0.08% of the portfolio, ranked #169.

Ellis Investment Partners first reported a position in IAT in Q1 2022 and has held it in 8 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Ellis Investment Partners held 8,025 shares of iShares US Regional Banks ETF worth $499K as of Q2 2026.
Ellis Investment Partners bought 40 iShares US Regional Banks ETF shares in Q2 2026, an estimated $2.32K.
iShares US Regional Banks ETF made up 0.08% of Ellis Investment Partners's portfolio in Q2 2026, its #169 holding.
Ellis Investment Partners first reported a position in iShares US Regional Banks ETF in Q1 2022 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 Ellis Investment Partners's 13F filing for Q2 2026, filed 5 Aug 2026.