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Finley Financial’s iShares US Regional Banks ETF IAT Stock Holding History

Finley Financial’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 		$187K Hold
3,000
– – 0.08% 71
2026
Q1 		$162K Hold
3,000
– – 0.08% 68
2025
Q4 		$165K Hold
3,000
– – 0.08% 70
2025
Q3 		$158K Hold
3,000
– – 0.07% 72
2025
Q2 		$149K Hold
3,000
– – 0.07% 75
2025
Q1 		$133K Hold
3,000
– – 0.07% 74
2024
Q4 		$158K Buy
+3,000
New +$155K 0.08% 73

Other funds holding IAT

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GPFA
Game Plan Financial Advisors Westlake, Ohio $269M AUM 28.74% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

Finley Financial's IAT Position: Q2 2026 in Review

Finley Financial held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 3,000 shares worth $187K. The position accounts for 0.08% of the portfolio, ranked #71.

Finley Financial first reported a position in IAT in Q4 2024 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Finley Financial held 3,000 shares of iShares US Regional Banks ETF worth $187K as of Q2 2026.
  • Finley Financial left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
  • iShares US Regional Banks ETF made up 0.08% of Finley Financial's portfolio in Q2 2026, its #71 holding.
  • Finley Financial first reported a position in iShares US Regional Banks ETF in Q4 2024 and has held it in 7 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.