Equitable Holdings’s iShares US Regional Banks ETF IAT Stock Holding History

Equitable Holdings’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	$4.22M	Buy	67,857 +309	+0.5%	+$18K	0.03%	503
2026 Q1	$3.73M	Buy	67,548 +18,241	+37%	+$1.03M	0.02%	536
2025 Q4	$2.72M	Buy	+49,307	New	+$2.56M	0.02%	539
2022 Q4	–	Sell	-14,124	Closed	-$674K	–	926
2022 Q3	$674K	Sell	14,124 -1,993	-12%	-$104K	0.01%	489
2022 Q2	$794K	Sell	16,117 -354	-2%	-$18.9K	0.02%	455
2022 Q1	$970K	Buy	16,471 +2,950	+22%	+$187K	0.02%	416
2021 Q4	$835K	Buy	+13,521	New	+$855K	0.01%	438

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

Equitable Holdings's IAT Position: Q2 2026 in Review

Equitable Holdings increased its iShares US Regional Banks ETF (IAT) stake by 0.46% in Q2 2026, buying an estimated $18K and bringing the position to 67,857 shares worth $4.22M. The position accounts for 0.03% of the portfolio, ranked #503.

Equitable Holdings first reported a position in IAT in Q4 2021 and has held it in 7 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Equitable Holdings held 67,857 shares of iShares US Regional Banks ETF worth $4.22M as of Q2 2026.
Equitable Holdings bought 309 iShares US Regional Banks ETF shares in Q2 2026, an estimated $18K.
iShares US Regional Banks ETF made up 0.03% of Equitable Holdings's portfolio in Q2 2026, its #503 holding.
Equitable Holdings first reported a position in iShares US Regional Banks ETF in Q4 2021 and has held it in 7 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.