HHM Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

HHM Wealth Advisors’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	$5.29K	Hold	85	–	–	﹤0.01%	719
2026 Q1	$4.58K	Hold	85	–	–	﹤0.01%	730
2025 Q4	$4.69K	Hold	85	–	–	﹤0.01%	712
2025 Q3	$4.47K	Hold	85	–	–	﹤0.01%	738
2025 Q2	$4.21K	Hold	85	–	–	﹤0.01%	704
2025 Q1	$3.96K	Hold	85	–	–	﹤0.01%	691
2024 Q4	$4.28K	Hold	85	–	–	﹤0.01%	693
2024 Q3	$4.04K	Sell	85 -13	-13%	-$598	﹤0.01%	674
2024 Q2	$4.06K	Buy	98 +13	+15%	+$538	﹤0.01%	651
2024 Q1	$3.69K	Sell	85 -4,000	-98%	-$164K	﹤0.01%	649
2023 Q4	$171K	Hold	4,085	–	–	0.03%	154
2023 Q3	$137K	Buy	4,085 +4,000	+4,706%	+$144K	0.03%	164
2023 Q2	$2.88K	Hold	85	–	–	﹤0.01%	712
2023 Q1	$3.04K	Hold	85	–	–	﹤0.01%	696
2022 Q4	$4.05K	Hold	85	–	–	﹤0.01%	551
2022 Q3	$4K	Hold	85	–	–	﹤0.01%	551
2022 Q2	$4K	Hold	85	–	–	﹤0.01%	671
2022 Q1	$5K	Hold	85	–	–	﹤0.01%	609
2021 Q4	$5K	Hold	85	–	–	﹤0.01%	578
2021 Q3	$5K	Hold	85	–	–	﹤0.01%	545
2021 Q2	$5K	Buy	+85	New	+$5.04K	﹤0.01%	528

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

HHM Wealth Advisors's IAT Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 85 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

HHM Wealth Advisors first reported a position in IAT in Q2 2021 and has held it in 21 quarters since. The position peaked at $171K in Q4 2023. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

HHM Wealth Advisors held 85 shares of iShares US Regional Banks ETF worth $5.29K as of Q2 2026.
HHM Wealth Advisors left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #719 holding.
HHM Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q2 2021 and has held it in 21 quarters since.
HHM Wealth Advisors's iShares US Regional Banks ETF position peaked at $171K in Q4 2023.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.