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 Q3	$523K	Hold	9,140	–	–	0.11%	152
2026 Q2	$569K	Hold	9,140	–	–	0.12%	140
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Game Plan Financial Advisors Westlake, Ohio $264M AUM 21.06% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

High Net Worth Advisory Group's IAT Position: Q3 2026 in Review

High Net Worth Advisory Group held its iShares US Regional Banks ETF (IAT) position steady in Q3 2026 at 9,140 shares worth $523K. The position accounts for 0.11% of the portfolio, ranked #152.

High Net Worth Advisory Group first reported a position in IAT in Q2 2023 and has held it in 14 quarters since. The position peaked at $569K in Q2 2026. 107 funds tracked by Wall St. Rank hold IAT as of Q3 2026.

High Net Worth Advisory Group held 9,140 shares of iShares US Regional Banks ETF worth $523K as of Q3 2026.
High Net Worth Advisory Group left its iShares US Regional Banks ETF share count unchanged in Q3 2026.
iShares US Regional Banks ETF made up 0.11% of High Net Worth Advisory Group's portfolio in Q3 2026, its #152 holding.
High Net Worth Advisory Group first reported a position in iShares US Regional Banks ETF in Q2 2023 and has held it in 14 quarters since.
High Net Worth Advisory Group's iShares US Regional Banks ETF position peaked at $569K in Q2 2026.
107 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.