Golden State Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

Golden State Wealth Management’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	$18.2K	Buy	292 +1	+0.3%	+$58	﹤0.01%	969
2026 Q1	$15.7K	Sell	291 -4	-1%	-$227	﹤0.01%	977
2025 Q4	$16.3K	Buy	295 +9	+3%	+$467	﹤0.01%	973
2025 Q3	$15.1K	Buy	286 +2	+0.7%	+$104	﹤0.01%	990
2025 Q2	$14.1K	Buy	284 +2	+0.7%	+$91	﹤0.01%	974
2025 Q1	$13.2K	Buy	282 +2	+0.7%	+$100	﹤0.01%	918
2024 Q4	$14.1K	Buy	+280	New	+$14.5K	﹤0.01%	862
2020 Q2	–	Sell	-22	Closed	-$1K	–	566
2020 Q1	$1K	Buy	+22	New	+$941	﹤0.01%	915

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

Golden State Wealth Management's IAT Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares US Regional Banks ETF (IAT) stake by 0.34% in Q2 2026, buying an estimated $58 and bringing the position to 292 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Golden State Wealth Management first reported a position in IAT in Q1 2020 and has held it in 8 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Golden State Wealth Management held 292 shares of iShares US Regional Banks ETF worth $18.2K as of Q2 2026.
Golden State Wealth Management bought 1 iShares US Regional Banks ETF share in Q2 2026, an estimated $58.
iShares US Regional Banks ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #969 holding.
Golden State Wealth Management first reported a position in iShares US Regional Banks ETF in Q1 2020 and has held it in 8 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.