Luken Investment Analytics’s iShares US Regional Banks ETF IAT Stock Holding History

Luken Investment Analytics’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	$109K	Hold	1,750	–	–	0.04%	82
2026 Q1	$94.2K	Hold	1,750	–	–	0.04%	76
2025 Q4	$96.5K	Hold	1,750	–	–	0.04%	73
2025 Q3	$91.9K	Hold	1,750	–	–	0.04%	76
2025 Q2	$86.7K	Hold	1,750	–	–	0.04%	75
2025 Q1	$81.6K	Hold	1,750	–	–	0.04%	73
2024 Q4	$88.1K	Hold	1,750	–	–	0.04%	64
2024 Q3	$83.2K	Hold	1,750	–	–	0.04%	66
2024 Q2	$72.6K	Hold	1,750	–	–	0.04%	73
2024 Q1	$75.9K	Hold	1,750	–	–	0.04%	63
2023 Q4	$73.2K	Sell	1,750 -132,331	-99%	-$4.75M	0.04%	63
2023 Q3	$4.51M	Buy	134,081 +132,331	+7,562%	+$4.76M	2.61%	15
2023 Q2	$59.2K	Hold	1,750	–	–	0.03%	67
2023 Q1	$62.6K	Hold	1,750	–	–	0.04%	60
2022 Q4	$83.4K	Buy	+1,750	New	+$85.9K	0.05%	57
2020 Q4	$79K	Buy	+1,750	New	+$70.6K	0.06%	43

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

Luken Investment Analytics's IAT Position: Q2 2026 in Review

Luken Investment Analytics held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 1,750 shares worth $109K. The position accounts for 0.04% of the portfolio, ranked #82.

Luken Investment Analytics first reported a position in IAT in Q4 2020 and has held it in 16 quarters since. The position peaked at $4.51M in Q3 2023. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Luken Investment Analytics held 1,750 shares of iShares US Regional Banks ETF worth $109K as of Q2 2026.
Luken Investment Analytics left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up 0.04% of Luken Investment Analytics's portfolio in Q2 2026, its #82 holding.
Luken Investment Analytics first reported a position in iShares US Regional Banks ETF in Q4 2020 and has held it in 16 quarters since.
Luken Investment Analytics's iShares US Regional Banks ETF position peaked at $4.51M in Q3 2023.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.