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Fiduciary Alliance’s iShares US Regional Banks ETF IAT Stock Holding History

Fiduciary Alliance’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 		$407K Hold
6,550
– – 0.03% 399
2026
Q1 		$378K Sell
6,550
-700
-10% -$39.7K 0.02% 407
2025
Q4 		$400K Sell
7,250
-5,165
-42% -$268K 0.03% 368
2025
Q3 		$652K Buy
12,415
+500
+4% +$26.1K 0.04% 296
2025
Q2 		$590K Buy
+11,915
New +$543K 0.04% 306

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Fiduciary Alliance's IAT Position: Q2 2026 in Review

Fiduciary Alliance held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 6,550 shares worth $407K. The position accounts for 0.03% of the portfolio, ranked #399.

Fiduciary Alliance first reported a position in IAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $652K in Q3 2025. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Fiduciary Alliance held 6,550 shares of iShares US Regional Banks ETF worth $407K as of Q2 2026.
  • Fiduciary Alliance left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
  • iShares US Regional Banks ETF made up 0.03% of Fiduciary Alliance's portfolio in Q2 2026, its #399 holding.
  • Fiduciary Alliance first reported a position in iShares US Regional Banks ETF in Q2 2025 and has held it in 5 quarters since.
  • Fiduciary Alliance's iShares US Regional Banks ETF position peaked at $652K in Q3 2025.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.