GPFA
IAT icon

Game Plan Financial Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Game Plan Financial 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 		$2.65M Buy
42,649
+880
+2% +$51.1K 0.99% 33
2026
Q1 		$2.25M Sell
41,769
-1,610
-4% -$91.3K 1.01% 32
2025
Q4 		$2.39M Buy
43,379
+38,311
+756% +$1.99M 0.96% 33
2025
Q3 		$266K Hold
5,068
– – 0.11% 76
2025
Q2 		$251K Buy
5,068
+293
+6% +$13.3K 0.11% 81
2025
Q1 		$223K Sell
4,775
-425
-8% -$21.3K 0.11% 83
2024
Q4 		$262K Sell
5,200
-50
-1% -$2.58K 0.12% 77
2024
Q3 		$250K Hold
5,250
– – 0.12% 80
2024
Q2 		$218K Buy
5,250
+300
+6% +$12.4K 0.11% 93
2024
Q1 		$215K Buy
4,950
+950
+24% +$39K 0.11% 89
2023
Q4 		$167K Buy
+4,000
New +$144K 0.1% 99
2022
Q4 		– Sell
-5,000
Closed -$239K – 96
2022
Q3 		$239K Buy
5,000
+550
+12% +$28.6K 0.2% 64
2022
Q2 		$219K Sell
4,450
-2,900
-39% -$155K 0.18% 71
2022
Q1 		$433K Buy
7,350
+1,650
+29% +$105K 0.26% 63
2021
Q4 		$352K Buy
+5,700
New +$360K 0.19% 73

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

Game Plan Financial Advisors's IAT Position: Q2 2026 in Review

Game Plan Financial Advisors increased its iShares US Regional Banks ETF (IAT) stake by 2.1% in Q2 2026, buying an estimated $51.1K and bringing the position to 42,649 shares worth $2.65M. The position accounts for 0.99% of the portfolio, ranked #33.

Game Plan Financial Advisors first reported a position in IAT in Q4 2021 and has held it in 15 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Game Plan Financial Advisors held 42,649 shares of iShares US Regional Banks ETF worth $2.65M as of Q2 2026.
  • Game Plan Financial Advisors bought 880 iShares US Regional Banks ETF shares in Q2 2026, an estimated $51.1K.
  • iShares US Regional Banks ETF made up 0.99% of Game Plan Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • Game Plan Financial Advisors first reported a position in iShares US Regional Banks ETF in Q4 2021 and has held it in 15 quarters since.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.