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Gen-Wealth Partners’s iShares US Regional Banks ETF IAT Stock Holding History

Gen-Wealth Partners’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 		$211K Sell
3,394
-196
-5% -$11.4K 0.06% 234
2026
Q1 		$193K Sell
3,590
-102
-3% -$5.79K 0.06% 250
2025
Q4 		$204K Buy
3,692
+48
+1% +$2.49K 0.07% 257
2025
Q3 		$191K Buy
+3,644
New +$190K 0.06% 246

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

Gen-Wealth Partners's IAT Position: Q2 2026 in Review

Gen-Wealth Partners reduced its iShares US Regional Banks ETF (IAT) stake by 5.5% in Q2 2026, selling an estimated $11.4K and leaving 3,394 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #234.

Gen-Wealth Partners first reported a position in IAT in Q3 2025 and has held it in 4 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Gen-Wealth Partners held 3,394 shares of iShares US Regional Banks ETF worth $211K as of Q2 2026.
  • Gen-Wealth Partners sold 196 iShares US Regional Banks ETF shares in Q2 2026, an estimated $11.4K.
  • iShares US Regional Banks ETF made up 0.06% of Gen-Wealth Partners's portfolio in Q2 2026, its #234 holding.
  • Gen-Wealth Partners first reported a position in iShares US Regional Banks ETF in Q3 2025 and has held it in 4 quarters since.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.