Larson Financial Group
IAT icon

Larson Financial Group’s iShares US Regional Banks ETF IAT Stock Holding History

Larson Financial Group’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 		$539K Buy
9,422
+1,184
+14% +$74K 0.01% 565
2026
Q2 		$512K Buy
8,238
+439
+6% +$25.5K 0.01% 543
2026
Q1 		$420K Buy
7,799
+364
+5% +$20.7K 0.01% 531
2025
Q4 		$410K Buy
7,435
+332
+5% +$17.2K 0.01% 525
2025
Q3 		$373K Buy
7,103
+721
+11% +$37.6K 0.01% 544
2025
Q2 		$316K Buy
6,382
+500
+9% +$22.8K 0.01% 554
2025
Q1 		$274K Buy
5,882
+225
+4% +$11.3K 0.01% 560
2024
Q4 		$285K Sell
5,657
-31
-0.5% -$1.6K 0.01% 492
2024
Q3 		$270K Buy
5,688
+251
+5% +$11.6K 0.02% 500
2024
Q2 		$225K Buy
5,437
+292
+6% +$12.1K 0.02% 429
2024
Q1 		$223K Buy
5,145
+334
+7% +$13.7K 0.02% 379
2023
Q4 		$201K Buy
4,811
+276
+6% +$9.9K 0.02% 354
2023
Q3 		$152K Buy
4,535
+720
+19% +$25.9K 0.02% 373
2023
Q2 		$129K Buy
3,815
+742
+24% +$24.9K 0.01% 391
2023
Q1 		$110K Buy
3,073
+87
+3% +$4.06K 0.01% 419
2022
Q4 		$142K Sell
2,986
-117
-4% -$5.74K 0.02% 346
2022
Q3 		$148K Buy
3,103
+3,067
+8,519% +$159K 0.02% 309
2022
Q2 		$2K Buy
+36
New +$1.92K ﹤0.01% 1032

Other funds holding IAT

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Larson Financial Group's IAT Position: Q3 2026 in Review

Larson Financial Group increased its iShares US Regional Banks ETF (IAT) stake by 14% in Q3 2026, buying an estimated $74K and bringing the position to 9,422 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #565.

Larson Financial Group first reported a position in IAT in Q2 2022 and has held it in 18 quarters since. 149 funds tracked by Wall St. Rank hold IAT as of Q3 2026.

  • Larson Financial Group held 9,422 shares of iShares US Regional Banks ETF worth $539K as of Q3 2026.
  • Larson Financial Group bought 1,184 iShares US Regional Banks ETF shares in Q3 2026, an estimated $74K.
  • iShares US Regional Banks ETF made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #565 holding.
  • Larson Financial Group first reported a position in iShares US Regional Banks ETF in Q2 2022 and has held it in 18 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.