Jeff Yass’s iShares US Regional Banks ETF IAT Stock Holding History

Jeff Yass’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	$1.25M	Sell	20,100 -27,800	-58%	-$1.62M	﹤0.01%	7621
2026 Q1	$2.58M	Buy	47,900 +22,100	+86%	+$1.25M	﹤0.01%	5601
2025 Q4	$1.42M	Buy	25,800 +4,100	+19%	+$213K	﹤0.01%	6379
2025 Q3	$1.14M	Buy	21,700 +3,900	+22%	+$203K	﹤0.01%	7033
2025 Q2	$882K	Sell	17,800 -2,900	-14%	-$132K	﹤0.01%	7753
2025 Q1	$965K	Sell	20,700 -60,900	-75%	-$3.05M	﹤0.01%	7343
2024 Q4	$4.11M	Buy	81,600 +16,200	+25%	+$837K	﹤0.01%	3905
2024 Q3	$3.11M	Sell	65,400 -85,800	-57%	-$3.95M	﹤0.01%	4474
2024 Q2	$6.27M	Buy	151,200 +34,800	+30%	+$1.44M	﹤0.01%	3099
2024 Q1	$5.05M	Buy	116,400 +53,400	+85%	+$2.19M	﹤0.01%	3622
2023 Q4	$2.64M	Buy	63,000 +40,800	+184%	+$1.46M	﹤0.01%	4796
2023 Q3	$746K	Sell	22,200 -111,000	-83%	-$3.99M	﹤0.01%	7303
2023 Q2	$4.51M	Buy	133,200 +48,300	+57%	+$1.62M	﹤0.01%	3707
2023 Q1	$3.04M	Buy	+84,900	New	+$3.97M	﹤0.01%	4304
2022 Q3	–	Sell	-12,200	Closed	-$601K	–	13602
2022 Q2	$601K	Sell	12,200 -6,300	-34%	-$336K	﹤0.01%	7817
2022 Q1	$1.09M	Buy	18,500 +10,800	+140%	+$684K	﹤0.01%	6884
2021 Q4	$476K	Sell	7,700 -1,400	-15%	-$88.5K	﹤0.01%	9343
2021 Q3	$551K	Buy	9,100 +2,400	+36%	+$138K	﹤0.01%	9129
2021 Q2	$385K	Sell	6,700 -400	-6%	-$23.7K	﹤0.01%	10224
2021 Q1	$402K	Buy	+7,100	New	+$376K	﹤0.01%	9977
2020 Q4	–	Sell	-9,200	Closed	-$301K	–	11312
2020 Q3	$301K	Sell	9,200 -6,500	-41%	-$219K	﹤0.01%	8698
2020 Q2	$531K	Buy	+15,700	New	+$512K	﹤0.01%	7226
2019 Q4	–	Sell	-30,700	Closed	-$1.43M	–	10103
2019 Q3	$1.43M	Sell	30,700 -4,200	-12%	-$191K	﹤0.01%	4927
2019 Q2	$1.6M	Buy	34,900 +27,800	+392%	+$1.27M	﹤0.01%	4613
2019 Q1	$308K	Buy	7,100 +2,000	+39%	+$90.2K	﹤0.01%	7161
2018 Q4	$203K	Buy	5,100 +1,000	+24%	+$45.3K	﹤0.01%	7719
2018 Q3	$201K	Sell	4,100 -2,900	-41%	-$148K	﹤0.01%	8212
2018 Q2	$344K	Sell	7,000 -6,900	-50%	-$353K	﹤0.01%	7571
2018 Q1	$700K	Buy	13,900 +5,200	+60%	+$272K	﹤0.01%	5956
2017 Q4	$429K	Sell	8,700 -6,100	-41%	-$293K	﹤0.01%	6913
2017 Q3	$699K	Sell	14,800 -46,900	-76%	-$2.12M	﹤0.01%	5940
2017 Q2	$2.81M	Buy	61,700 +33,200	+116%	+$1.48M	﹤0.01%	3282
2017 Q1	$1.28M	Buy	28,500 +8,500	+43%	+$392K	﹤0.01%	4616
2016 Q4	$908K	Sell	20,000 -39,500	-66%	-$1.6M	﹤0.01%	5736
2016 Q3	$2.09M	Sell	59,500 -1,900	-3%	-$65.1K	﹤0.01%	3499
2016 Q2	$1.99M	Buy	61,400 +44,400	+261%	+$1.48M	﹤0.01%	3575
2016 Q1	$540K	Buy	+17,000	New	+$530K	﹤0.01%	6261
2015 Q3	–	Sell	-5,700	Closed	-$209K	–	9833
2015 Q2	$209K	Buy	+5,700	New	+$204K	﹤0.01%	9217
2014 Q2	–	Sell	-15,000	Closed	-$525K	–	9903
2014 Q1	$525K	Buy	+15,000	New	+$502K	﹤0.01%	6651

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

Jeff Yass's IAT Position: Q2 2026 in Review

Jeff Yass reduced its iShares US Regional Banks ETF (IAT) stake by 63% in Q2 2026, selling an estimated $1.29M and leaving 13,163 shares worth $819K. The position accounts for ﹤0.01% of the portfolio, ranked #8722.

Jeff Yass first reported a position in IAT in Q2 2013 and has held it in 47 quarters since. The position peaked at $3.99M in Q2 2016. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Jeff Yass held 13,163 shares of iShares US Regional Banks ETF worth $819K as of Q2 2026.
Jeff Yass sold 22,258 iShares US Regional Banks ETF shares in Q2 2026, an estimated $1.29M.
iShares US Regional Banks ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8722 holding.
Jeff Yass first reported a position in iShares US Regional Banks ETF in Q2 2013 and has held it in 47 quarters since.
Jeff Yass's iShares US Regional Banks ETF position peaked at $3.99M in Q2 2016.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.