Logan Capital Management’s iShares US Regional Banks ETF IAT Stock Holding History

Logan Capital 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	$40	Buy	+1	New	+$58	﹤0.01%	437
2025 Q4	–	Sell	-1	Closed	-$33	–	353
2025 Q3	$33	Hold	1	–	–	﹤0.01%	483
2025 Q2	$32	Hold	1	–	–	﹤0.01%	486
2025 Q1	$29	Sell	1 -36	-97%	-$1.81K	﹤0.01%	570
2024 Q4	$1.84K	Buy	37 +1	+3%	+$52	﹤0.01%	460
2024 Q3	$1.73K	Hold	36	–	–	﹤0.01%	445
2024 Q2	$1.49K	Hold	36	–	–	﹤0.01%	437
2024 Q1	$1.56K	Hold	36	–	–	﹤0.01%	441
2023 Q4	$1.51K	Hold	36	–	–	﹤0.01%	465
2023 Q3	$1.21K	Hold	36	–	–	﹤0.01%	468
2023 Q2	$1.22K	Hold	36	–	–	﹤0.01%	465
2023 Q1	$1.28K	Hold	36	–	–	﹤0.01%	475
2022 Q4	$1.71K	Hold	36	–	–	﹤0.01%	493
2022 Q3	$2K	Hold	36	–	–	﹤0.01%	471
2022 Q2	$2K	Buy	+36	New	+$1.92K	﹤0.01%	501

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

Logan Capital Management's IAT Position: Q2 2026 in Review

Logan Capital Management opened a new position in iShares US Regional Banks ETF (IAT) in Q2 2026: 1 share worth $40. The stake represents ﹤0.01% of the portfolio and ranks #437 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in IAT as recently as Q3 2025.

Logan Capital Management first reported a position in IAT in Q2 2022 and has held it in 15 quarters since. The position peaked at $2K in Q3 2022. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Logan Capital Management held 1 share of iShares US Regional Banks ETF worth $40 as of Q2 2026.
iShares US Regional Banks ETF was a new Logan Capital Management position in Q2 2026.
iShares US Regional Banks ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #437 holding.
Logan Capital Management first reported a position in iShares US Regional Banks ETF in Q2 2022 and has held it in 15 quarters since.
Logan Capital Management's iShares US Regional Banks ETF position peaked at $2K in Q3 2022.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.