Independent Advisor Alliance’s iShares US Regional Banks ETF IAT Stock Holding History

Independent Advisor Alliance’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	–	Sell	-57,854	Closed	-$3.11M	–	1317
2026 Q1	$3.11M	Buy	+57,854	New	+$3.28M	0.03%	431
2025 Q1	–	Sell	-61,416	Closed	-$3.09M	–	1055
2024 Q4	$3.09M	Buy	+61,416	New	+$3.17M	0.04%	395
2020 Q1	–	Sell	-8,431	Closed	-$430K	–	599
2019 Q4	$430K	Buy	+8,431	New	+$411K	0.02%	566
2017 Q2	–	Sell	-18,120	Closed	-$796K	–	303
2017 Q1	$796K	Buy	+18,120	New	+$837K	0.13%	187

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

Independent Advisor Alliance's IAT Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares US Regional Banks ETF (IAT) in Q2 2026, closing a stake of 57,854 shares — an estimated $3.11M sold.

Independent Advisor Alliance first reported a position in IAT in Q1 2017 and held it in 4 quarters. The position peaked at $3.11M in Q1 2026. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares US Regional Banks ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 57,854 iShares US Regional Banks ETF shares in Q2 2026, an estimated $3.11M.
Independent Advisor Alliance first reported a position in iShares US Regional Banks ETF in Q1 2017 and held it in 4 quarters.
Independent Advisor Alliance's iShares US Regional Banks ETF position peaked at $3.11M in Q1 2026.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.