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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
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% +$4.07K 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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Larson Financial Group's IAT Position: Q1 2026 in Review

Larson Financial Group increased its iShares US Regional Banks ETF (IAT) stake by 4.9% in Q1 2026, buying an estimated $20.7K and bringing the position to 7,799 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #531.

Larson Financial Group first reported a position in IAT in Q2 2022 and has held it in 16 quarters since. 166 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

  • Larson Financial Group held 7,799 shares of iShares US Regional Banks ETF worth $420K as of Q1 2026.
  • Larson Financial Group bought 364 iShares US Regional Banks ETF shares in Q1 2026, an estimated $20.7K.
  • iShares US Regional Banks ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #531 holding.
  • Larson Financial Group first reported a position in iShares US Regional Banks ETF in Q2 2022 and has held it in 16 quarters since.
  • 166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.