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Fifth Third Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Fifth Third Wealth 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 		– Sell
-4,189
Closed -$226K – 1007
2026
Q1 		$226K Buy
+4,189
New +$238K 0.01% 736

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

Fifth Third Wealth Advisors's IAT Position: Q2 2026 in Review

Fifth Third Wealth Advisors sold out of iShares US Regional Banks ETF (IAT) in Q2 2026, closing a stake of 4,189 shares — an estimated $226K sold.

Fifth Third Wealth Advisors first reported a position in IAT in Q1 2026 and held it in 1 quarter. The position peaked at $226K in Q1 2026. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Fifth Third Wealth Advisors reported no remaining iShares US Regional Banks ETF position as of Q2 2026 after selling out during the quarter.
  • Fifth Third Wealth Advisors sold 4,189 iShares US Regional Banks ETF shares in Q2 2026, an estimated $226K.
  • Fifth Third Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q1 2026 and held it in 1 quarter.
  • Fifth Third Wealth Advisors's iShares US Regional Banks ETF position peaked at $226K in Q1 2026.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.