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

Independent Financial 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
Q2 		$772K Sell
12,410
-1,100
-8% -$63.9K 0.01% 798
2026
Q1 		$727K Sell
13,510
-1,460
-10% -$82.8K 0.02% 752
2025
Q4 		$826K Sell
14,970
-2,080
-12% -$108K 0.02% 697
2025
Q3 		$896K Sell
17,050
-1,330
-7% -$69.3K 0.02% 636
2025
Q2 		$911K Sell
18,380
-120
-0.6% -$5.46K 0.03% 575
2025
Q1 		$863K Sell
18,500
-825
-4% -$41.4K 0.03% 519
2024
Q4 		$973K Sell
19,325
-75
-0.4% -$3.88K 0.03% 485
2024
Q3 		$922K Buy
19,400
+1,785
+10% +$82.2K 0.03% 468
2024
Q2 		$730K Hold
17,615
– – 0.03% 485
2024
Q1 		$764K Buy
17,615
+500
+3% +$20.5K 0.04% 454
2023
Q4 		$716K Buy
17,115
+2,290
+15% +$82.2K 0.04% 457
2023
Q3 		$498K Buy
14,825
+1,900
+15% +$68.4K 0.03% 492
2023
Q2 		$438K Buy
+12,925
New +$434K 0.03% 511
2022
Q2 		– Sell
-6,712
Closed -$395K – 759
2022
Q1 		$395K Buy
6,712
+1,404
+26% +$89K 0.03% 504
2021
Q4 		$328K Sell
5,308
-416
-7% -$26.3K 0.03% 558
2021
Q3 		$347K Sell
5,724
-106
-2% -$6.1K 0.04% 482
2021
Q2 		$335K Sell
5,830
-33
-0.6% -$1.96K 0.04% 500
2021
Q1 		$332K Buy
+5,863
New +$310K 0.04% 439

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Independent Financial Group's IAT Position: Q2 2026 in Review

Independent Financial Group reduced its iShares US Regional Banks ETF (IAT) stake by 8.1% in Q2 2026, selling an estimated $63.9K and leaving 12,410 shares worth $772K. The position accounts for 0.01% of the portfolio, ranked #798.

Independent Financial Group first reported a position in IAT in Q1 2021 and has held it in 18 quarters since. The position peaked at $973K in Q4 2024. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Independent Financial Group held 12,410 shares of iShares US Regional Banks ETF worth $772K as of Q2 2026.
  • Independent Financial Group sold 1,100 iShares US Regional Banks ETF shares in Q2 2026, an estimated $63.9K.
  • iShares US Regional Banks ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #798 holding.
  • Independent Financial Group first reported a position in iShares US Regional Banks ETF in Q1 2021 and has held it in 18 quarters since.
  • Independent Financial Group's iShares US Regional Banks ETF position peaked at $973K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.