Integrated Wealth Concepts’s iShares US Regional Banks ETF IAT Stock Holding History

Integrated Wealth Concepts’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	$128K	Buy	+2,050	New	+$119K	﹤0.01%	2630

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

Integrated Wealth Concepts's IAT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares US Regional Banks ETF (IAT) in Q2 2026: 2,050 shares worth $128K. The stake represents ﹤0.01% of the portfolio and ranks #2630 among its holdings.

173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Integrated Wealth Concepts held 2,050 shares of iShares US Regional Banks ETF worth $128K as of Q2 2026.
iShares US Regional Banks ETF was a new Integrated Wealth Concepts position in Q2 2026.
iShares US Regional Banks ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2630 holding.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

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