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Kerr Financial Planning’s iShares US Regional Banks ETF IAT Stock Holding History

Kerr Financial Planning’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 		$62.2K Hold
1,000
– – 0.07% 164
2026
Q1 		$58.5K Sell
1,000
-200
-17% -$11.3K 0.04% 166
2025
Q4 		$73.8K Hold
1,200
– – 0.1% 147
2025
Q3 		$59.7K Buy
+1,200
New +$62.6K 0.08% 149

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

Kerr Financial Planning's IAT Position: Q2 2026 in Review

Kerr Financial Planning held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 1,000 shares worth $62.2K. The position accounts for 0.07% of the portfolio, ranked #164.

Kerr Financial Planning first reported a position in IAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $73.8K in Q4 2025. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Kerr Financial Planning held 1,000 shares of iShares US Regional Banks ETF worth $62.2K as of Q2 2026.
  • Kerr Financial Planning left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
  • iShares US Regional Banks ETF made up 0.07% of Kerr Financial Planning's portfolio in Q2 2026, its #164 holding.
  • Kerr Financial Planning first reported a position in iShares US Regional Banks ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's iShares US Regional Banks ETF position peaked at $73.8K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.