HRT Financial’s iShares US Regional Banks ETF IAT Stock Holding History

HRT Financial’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	$210K	Buy	+3,388	New	+$197K	﹤0.01%	3368
2025 Q4	–	Sell	-6,726	Closed	-$353K	–	3541
2025 Q3	$353K	Buy	+6,726	New	+$351K	﹤0.01%	2081
2025 Q2	–	Sell	-8,859	Closed	-$413K	–	3046
2025 Q1	$413K	Buy	+8,859	New	+$444K	﹤0.01%	1572
2024 Q4	–	Sell	-6,412	Closed	-$304K	–	2768
2024 Q3	$304K	Buy	6,412 +394	+7%	+$18.1K	﹤0.01%	1804
2024 Q2	$249K	Buy	+6,018	New	+$249K	﹤0.01%	1578
2023 Q4	–	Sell	-31,891	Closed	-$1.07M	–	2655
2023 Q3	$1.07M	Buy	+31,891	New	+$1.15M	0.01%	931
2023 Q2	–	Sell	-54,881	Closed	-$1.96M	–	2814
2023 Q1	$1.96M	Buy	+54,881	New	+$2.56M	0.02%	606
2022 Q3	–	Sell	-15,266	Closed	-$752K	–	3107
2022 Q2	$752K	Buy	+15,266	New	+$814K	0.01%	1127
2021 Q1	–	Sell	-18,165	Closed	-$823K	–	2880
2020 Q4	$823K	Buy	+18,165	New	+$733K	0.02%	772

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

HRT Financial's IAT Position: Q2 2026 in Review

HRT Financial opened a new position in iShares US Regional Banks ETF (IAT) in Q2 2026: 3,388 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #3368 among its holdings. This is a return to the name: HRT Financial previously reported a position in IAT as recently as Q3 2025.

HRT Financial first reported a position in IAT in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.96M in Q1 2023. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

HRT Financial held 3,388 shares of iShares US Regional Banks ETF worth $210K as of Q2 2026.
iShares US Regional Banks ETF was a new HRT Financial position in Q2 2026.
iShares US Regional Banks ETF made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #3368 holding.
HRT Financial first reported a position in iShares US Regional Banks ETF in Q4 2020 and has held it in 9 quarters since.
HRT Financial's iShares US Regional Banks ETF position peaked at $1.96M in Q1 2023.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.