HighMark Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

HighMark Wealth Management’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	$12.4K	Hold	200	–	–	﹤0.01%	292
2026 Q1	$10.8K	Hold	200	–	–	﹤0.01%	281
2025 Q4	$11K	Hold	200	–	–	﹤0.01%	304
2025 Q3	$10.5K	Hold	200	–	–	﹤0.01%	295
2025 Q2	$9.91K	Hold	200	–	–	﹤0.01%	313
2025 Q1	$9.33K	Hold	200	–	–	0.01%	297
2024 Q4	$10.1K	Hold	200	–	–	0.01%	286
2024 Q3	$9.51K	Hold	200	–	–	0.01%	309
2024 Q2	$8.29K	Buy	+200	New	+$8.27K	0.01%	318

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

HighMark Wealth Management's IAT Position: Q2 2026 in Review

HighMark Wealth Management held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 200 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

HighMark Wealth Management first reported a position in IAT in Q2 2024 and has held it in 9 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

HighMark Wealth Management held 200 shares of iShares US Regional Banks ETF worth $12.4K as of Q2 2026.
HighMark Wealth Management left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #292 holding.
HighMark Wealth Management first reported a position in iShares US Regional Banks ETF in Q2 2024 and has held it in 9 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.