High Net Worth Advisory Group’s iShares US Regional Banks ETF IAT Stock Holding History

High Net Worth Advisory Group’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	$569K	Hold	9,140	–	–	0.12%	139
2026 Q1	$492K	Hold	9,140	–	–	0.11%	148
2025 Q4	$504K	Buy	9,140 +2,000	+28%	+$104K	0.12%	141
2025 Q3	$375K	Hold	7,140	–	–	0.09%	162
2025 Q2	$354K	Hold	7,140	–	–	0.09%	161
2025 Q1	$333K	Hold	7,140	–	–	0.09%	156
2024 Q4	$360K	Hold	7,140	–	–	0.1%	152
2024 Q3	$339K	Hold	7,140	–	–	0.09%	156
2024 Q2	$296K	Hold	7,140	–	–	0.09%	163
2024 Q1	$310K	Hold	7,140	–	–	0.1%	161
2023 Q4	$299K	Buy	7,140 +140	+2%	+$5.02K	0.11%	143
2023 Q3	$235K	Buy	7,000 +1,000	+17%	+$36K	0.09%	164
2023 Q2	$203K	Buy	+6,000	New	+$202K	0.08%	193

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

High Net Worth Advisory Group's IAT Position: Q2 2026 in Review

High Net Worth Advisory Group held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 9,140 shares worth $569K. The position accounts for 0.12% of the portfolio, ranked #139.

High Net Worth Advisory Group first reported a position in IAT in Q2 2023 and has held it in 13 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

High Net Worth Advisory Group held 9,140 shares of iShares US Regional Banks ETF worth $569K as of Q2 2026.
High Net Worth Advisory Group left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up 0.12% of High Net Worth Advisory Group's portfolio in Q2 2026, its #139 holding.
High Net Worth Advisory Group first reported a position in iShares US Regional Banks ETF in Q2 2023 and has held it in 13 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.