FFA
IAT icon

Farther Finance Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Farther Finance Advisors’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
Q3 		$72.4K Sell
1,265
-678
-35% -$42.4K ﹤0.01% 3120
2026
Q2 		$121K Buy
1,943
+4
+0.2% +$232 ﹤0.01% 2579
2026
Q1 		$106K Sell
1,939
-172
-8% -$9.76K ﹤0.01% 2475
2025
Q4 		$116K Sell
2,111
-5,389
-72% -$280K ﹤0.01% 2242
2025
Q3 		$394K Buy
7,500
+5,970
+390% +$311K 0.01% 1209
2025
Q2 		$75.8K Buy
1,530
+660
+76% +$30.1K ﹤0.01% 1901
2025
Q1 		$40.2K Buy
870
+50
+6% +$2.51K ﹤0.01% 2006
2024
Q4 		$41.3K Hold
820
– – ﹤0.01% 1759
2024
Q3 		$39K Buy
+820
New +$37.7K ﹤0.01% 1778

Other funds holding IAT

WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Farther Finance Advisors's IAT Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares US Regional Banks ETF (IAT) stake by 35% in Q3 2026, selling an estimated $42.4K and leaving 1,265 shares worth $72.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3120.

Farther Finance Advisors first reported a position in IAT in Q3 2024 and has held it in 9 quarters since. The position peaked at $394K in Q3 2025. 11 funds tracked by Wall St. Rank hold IAT as of Q3 2026.

  • Farther Finance Advisors held 1,265 shares of iShares US Regional Banks ETF worth $72.4K as of Q3 2026.
  • Farther Finance Advisors sold 678 iShares US Regional Banks ETF shares in Q3 2026, an estimated $42.4K.
  • iShares US Regional Banks ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3120 holding.
  • Farther Finance Advisors first reported a position in iShares US Regional Banks ETF in Q3 2024 and has held it in 9 quarters since.
  • Farther Finance Advisors's iShares US Regional Banks ETF position peaked at $394K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.