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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Gen-Wealth Partners's IAT Position: Q1 2026 in Review

Gen-Wealth Partners reduced its iShares US Regional Banks ETF (IAT) stake by 2.8% in Q1 2026, selling an estimated $5.79K and leaving 3,590 shares worth $193K. The position accounts for 0.06% of the portfolio, ranked #250.

Gen-Wealth Partners first reported a position in IAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $204K in Q4 2025. 166 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

  • Gen-Wealth Partners held 3,590 shares of iShares US Regional Banks ETF worth $193K as of Q1 2026.
  • Gen-Wealth Partners sold 102 iShares US Regional Banks ETF shares in Q1 2026, an estimated $5.79K.
  • iShares US Regional Banks ETF made up 0.06% of Gen-Wealth Partners's portfolio in Q1 2026, its #250 holding.
  • Gen-Wealth Partners first reported a position in iShares US Regional Banks ETF in Q3 2025 and has held it in 3 quarters since.
  • Gen-Wealth Partners's iShares US Regional Banks ETF position peaked at $204K in Q4 2025.
  • 166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.