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Investment Research Partners’s iShares US Regional Banks ETF IAT Stock Holding History

Investment Research Partners’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 		$273K Sell
4,392
-2,454
-36% -$143K 0.09% 228
2026
Q1 		$369K Hold
6,846
– – 0.15% 156
2025
Q4 		$378K Hold
6,846
– – 0.16% 152
2025
Q3 		$336K Buy
+6,846
New +$357K 0.15% 156

Other funds holding IAT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Investment Research Partners's IAT Position: Q2 2026 in Review

Investment Research Partners reduced its iShares US Regional Banks ETF (IAT) stake by 36% in Q2 2026, selling an estimated $143K and leaving 4,392 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #228.

Investment Research Partners first reported a position in IAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $378K in Q4 2025. 128 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Investment Research Partners held 4,392 shares of iShares US Regional Banks ETF worth $273K as of Q2 2026.
  • Investment Research Partners sold 2,454 iShares US Regional Banks ETF shares in Q2 2026, an estimated $143K.
  • iShares US Regional Banks ETF made up 0.09% of Investment Research Partners's portfolio in Q2 2026, its #228 holding.
  • Investment Research Partners first reported a position in iShares US Regional Banks ETF in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's iShares US Regional Banks ETF position peaked at $378K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.