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 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 $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Independent Advisor Alliance's IAT Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in iShares US Regional Banks ETF (IAT) in Q1 2026: 57,854 shares worth $3.11M. The stake represents 0.03% of the portfolio and ranks #431 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in IAT as recently as Q4 2024.

Independent Advisor Alliance first reported a position in IAT in Q1 2017 and has held it in 4 quarters since. 166 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

Independent Advisor Alliance held 57,854 shares of iShares US Regional Banks ETF worth $3.11M as of Q1 2026.
iShares US Regional Banks ETF was a new Independent Advisor Alliance position in Q1 2026.
iShares US Regional Banks ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #431 holding.
Independent Advisor Alliance first reported a position in iShares US Regional Banks ETF in Q1 2017 and has held it in 4 quarters since.
166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.