Heritage Wealth Management (Ohio)’s iShares US Regional Banks ETF IAT Stock Holding History

Heritage Wealth Management (Ohio)’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	$1.11M	Buy	+17,850	New	+$1.04M	0.28%	91
2026 Q1	–	Sell	-17,850	Closed	-$984K	–	189
2025 Q4	$984K	Hold	17,850	–	–	0.27%	90
2025 Q3	$938K	Hold	17,850	–	–	0.28%	92
2025 Q2	$884K	Hold	17,850	–	–	0.29%	90
2025 Q1	$832K	Hold	17,850	–	–	0.28%	91
2024 Q4	$899K	Hold	17,850	–	–	0.3%	85
2024 Q3	$849K	Hold	17,850	–	–	0.28%	93
2024 Q2	$728K	Buy	+17,850	New	+$738K	0.24%	101

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

Heritage Wealth Management (Ohio)'s IAT Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in iShares US Regional Banks ETF (IAT) in Q2 2026: 17,850 shares worth $1.11M. The stake represents 0.28% of the portfolio and ranks #91 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in IAT as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in IAT in Q2 2024 and has held it in 8 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Heritage Wealth Management (Ohio) held 17,850 shares of iShares US Regional Banks ETF worth $1.11M as of Q2 2026.
iShares US Regional Banks ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
iShares US Regional Banks ETF made up 0.28% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #91 holding.
Heritage Wealth Management (Ohio) first reported a position in iShares US Regional Banks ETF in Q2 2024 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 Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.