Gallagher Capital Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Gallagher Capital 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	$602K	Buy	9,677 +62	+0.6%	+$3.6K	0.34%	46
2026 Q1	$518K	Buy	9,615 +47	+0.5%	+$2.67K	0.35%	42
2025 Q4	$528K	Buy	9,568 +99	+1%	+$5.14K	0.34%	46
2025 Q3	$463K	Buy	+9,469	New	+$494K	0.27%	46
2025 Q2	–	Sell	-9,323	Closed	-$435K	–	65
2025 Q1	$435K	Sell	9,323 -267	-3%	-$13.4K	0.33%	45
2024 Q4	$483K	Buy	+9,590	New	+$495K	0.35%	41

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

Gallagher Capital Advisors's IAT Position: Q2 2026 in Review

Gallagher Capital Advisors increased its iShares US Regional Banks ETF (IAT) stake by 0.64% in Q2 2026, buying an estimated $3.6K and bringing the position to 9,677 shares worth $602K. The position accounts for 0.34% of the portfolio, ranked #46.

Gallagher Capital Advisors first reported a position in IAT in Q4 2024 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Gallagher Capital Advisors held 9,677 shares of iShares US Regional Banks ETF worth $602K as of Q2 2026.
Gallagher Capital Advisors bought 62 iShares US Regional Banks ETF shares in Q2 2026, an estimated $3.6K.
iShares US Regional Banks ETF made up 0.34% of Gallagher Capital Advisors's portfolio in Q2 2026, its #46 holding.
Gallagher Capital Advisors first reported a position in iShares US Regional Banks ETF in Q4 2024 and has held it in 6 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.