Key Financial Inc’s iShares US Regional Banks ETF IAT Stock Holding History

Key Financial Inc’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 Q3	$1.09K	Hold	19	–	–	﹤0.01%	1172
2026 Q2	$1.18K	Hold	19	–	–	﹤0.01%	1205
2026 Q1	$1.02K	Sell	19 -59	-76%	-$3.35K	﹤0.01%	1250
2025 Q4	$4.3K	Hold	78	–	–	﹤0.01%	1065
2025 Q3	$4.06K	Hold	78	–	–	﹤0.01%	1083
2025 Q2	$3.86K	Hold	78	–	–	﹤0.01%	1085
2025 Q1	$3.64K	Hold	78	–	–	﹤0.01%	1064
2024 Q4	$3.93K	Hold	78	–	–	﹤0.01%	1055
2024 Q3	$3.71K	Hold	78	–	–	﹤0.01%	1033
2024 Q2	$3.23K	Hold	78	–	–	﹤0.01%	1043
2024 Q1	$3.38K	Hold	78	–	–	﹤0.01%	1029
2023 Q4	$3.26K	Hold	78	–	–	﹤0.01%	1036
2023 Q3	$2.62K	Hold	78	–	–	﹤0.01%	1075
2023 Q2	$2.64K	Hold	78	–	–	﹤0.01%	1129
2023 Q1	$2.79K	Hold	78	–	–	﹤0.01%	905
2022 Q4	$3.72K	Hold	78	–	–	﹤0.01%	844
2022 Q3	$4K	Hold	78	–	–	﹤0.01%	829
2022 Q2	$4K	Hold	78	–	–	﹤0.01%	838
2022 Q1	$5K	Hold	78	–	–	﹤0.01%	786
2021 Q4	$5K	Buy	+78	New	+$4.93K	﹤0.01%	715

Other funds holding IAT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Key Financial Inc's IAT Position: Q3 2026 in Review

Key Financial Inc held its iShares US Regional Banks ETF (IAT) position steady in Q3 2026 at 19 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Key Financial Inc first reported a position in IAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $5K in Q1 2022. 87 funds tracked by Wall St. Rank hold IAT as of Q3 2026.

Key Financial Inc held 19 shares of iShares US Regional Banks ETF worth $1.09K as of Q3 2026.
Key Financial Inc left its iShares US Regional Banks ETF share count unchanged in Q3 2026.
iShares US Regional Banks ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1172 holding.
Key Financial Inc first reported a position in iShares US Regional Banks ETF in Q4 2021 and has held it in 20 quarters since.
Key Financial Inc's iShares US Regional Banks ETF position peaked at $5K in Q1 2022.
87 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.