Kingsview Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

Kingsview Wealth Management’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	$257K	Sell	4,126 -17	-0.4%	-$988	﹤0.01%	1254
2026 Q1	$223K	Buy	+4,143	New	+$235K	﹤0.01%	1208
2024 Q2	–	Sell	-58,423	Closed	-$2.53M	–	1076
2024 Q1	$2.53M	Buy	58,423 +27,257	+87%	+$1.12M	0.06%	289
2023 Q4	$1.3M	Buy	+31,166	New	+$1.12M	0.04%	391

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

Kingsview Wealth Management's IAT Position: Q2 2026 in Review

Kingsview Wealth Management reduced its iShares US Regional Banks ETF (IAT) stake by 0.41% in Q2 2026, selling an estimated $988 and leaving 4,126 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Kingsview Wealth Management first reported a position in IAT in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.53M in Q1 2024. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Kingsview Wealth Management held 4,126 shares of iShares US Regional Banks ETF worth $257K as of Q2 2026.
Kingsview Wealth Management sold 17 iShares US Regional Banks ETF shares in Q2 2026, an estimated $988.
iShares US Regional Banks ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1254 holding.
Kingsview Wealth Management first reported a position in iShares US Regional Banks ETF in Q4 2023 and has held it in 4 quarters since.
Kingsview Wealth Management's iShares US Regional Banks ETF position peaked at $2.53M in Q1 2024.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.