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GW Henssler & Associates’s iShares US Regional Banks ETF IAT Stock Holding History

GW Henssler & Associates’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 		$12M Buy
192,861
+2,026
+1% +$118K 0.53% 67
2026
Q1 		$10.3M Buy
190,835
+4,285
+2% +$243K 0.48% 80
2025
Q4 		$10.3M Sell
186,550
-4,567
-2% -$237K 0.5% 76
2025
Q3 		$10M Buy
+191,117
New +$9.96M 0.5% 75

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GW Henssler & Associates's IAT Position: Q2 2026 in Review

GW Henssler & Associates increased its iShares US Regional Banks ETF (IAT) stake by 1.1% in Q2 2026, buying an estimated $118K and bringing the position to 192,861 shares worth $12M. The position accounts for 0.53% of the portfolio, ranked #67.

GW Henssler & Associates 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.

  • GW Henssler & Associates held 192,861 shares of iShares US Regional Banks ETF worth $12M as of Q2 2026.
  • GW Henssler & Associates bought 2,026 iShares US Regional Banks ETF shares in Q2 2026, an estimated $118K.
  • iShares US Regional Banks ETF made up 0.53% of GW Henssler & Associates's portfolio in Q2 2026, its #67 holding.
  • GW Henssler & Associates 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 GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.