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 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

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

Farther Finance Advisors's IAT Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares US Regional Banks ETF (IAT) stake by 0.21% in Q2 2026, buying an estimated $232 and bringing the position to 1,943 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #2579.

Farther Finance Advisors first reported a position in IAT in Q3 2024 and has held it in 8 quarters since. The position peaked at $394K in Q3 2025. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Farther Finance Advisors held 1,943 shares of iShares US Regional Banks ETF worth $121K as of Q2 2026.
Farther Finance Advisors bought 4 iShares US Regional Banks ETF shares in Q2 2026, an estimated $232.
iShares US Regional Banks ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2579 holding.
Farther Finance Advisors first reported a position in iShares US Regional Banks ETF in Q3 2024 and has held it in 8 quarters since.
Farther Finance Advisors's iShares US Regional Banks ETF position peaked at $394K in Q3 2025.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.