LRI Investments’s iShares US Regional Banks ETF IAT Stock Holding History

LRI Investments’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	$277K	Hold	4,450	–	–	0.02%	271
2026 Q1	$240K	Hold	4,450	–	–	0.02%	262
2025 Q4	$245K	Hold	4,450	–	–	0.02%	250
2025 Q3	$234K	Hold	4,450	–	–	0.02%	271
2025 Q2	$220K	Hold	4,450	–	–	0.02%	267
2025 Q1	$208K	Hold	4,450	–	–	0.02%	255
2024 Q4	$224K	Hold	4,450	–	–	0.02%	246
2024 Q3	$242K	Buy	+4,450	New	+$205K	0.02%	235

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

LRI Investments's IAT Position: Q2 2026 in Review

LRI Investments held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 4,450 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #271.

LRI Investments first reported a position in IAT in Q3 2024 and has held it in 8 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

LRI Investments held 4,450 shares of iShares US Regional Banks ETF worth $277K as of Q2 2026.
LRI Investments left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up 0.02% of LRI Investments's portfolio in Q2 2026, its #271 holding.
LRI Investments first reported a position in iShares US Regional Banks ETF in Q3 2024 and has held it in 8 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.