Marshall Wace’s iShares US Regional Banks ETF IAT Stock Holding History

Marshall Wace’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	–	Sell	-5,980	Closed	-$330K	–	3430
2025 Q4	$330K	Buy	+5,980	New	+$311K	﹤0.01%	2417
2025 Q3	–	Sell	-35,671	Closed	-$1.77M	–	3101
2025 Q2	$1.77M	Buy	35,671 +3,553	+11%	+$162K	﹤0.01%	1615
2025 Q1	$1.5M	Buy	32,118 +3,407	+12%	+$171K	﹤0.01%	1600
2024 Q4	$1.45M	Buy	28,711 +6,587	+30%	+$340K	﹤0.01%	1566
2024 Q3	$1.05M	Buy	22,124 +15,538	+236%	+$715K	﹤0.01%	1632
2024 Q2	$273K	Buy	+6,586	New	+$272K	﹤0.01%	2189
2023 Q2	–	Sell	-23,300	Closed	-$834K	–	2669
2023 Q1	$834K	Buy	23,300 +500	+2%	+$23.4K	﹤0.01%	1898
2022 Q4	$1.09M	Buy	22,800 +16,600	+268%	+$815K	﹤0.01%	2050
2022 Q3	$296K	Buy	+6,200	New	+$322K	﹤0.01%	2957
2022 Q2	–	Sell	-26,039	Closed	-$1.54M	–	3618
2022 Q1	$1.54M	Buy	+26,039	New	+$1.65M	﹤0.01%	2211
2019 Q2	–	Sell	-4,377	Closed	-$190K	–	1559
2019 Q1	$190K	Buy	+4,377	New	+$197K	﹤0.01%	1340

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Marshall Wace's IAT Position: Q1 2026 in Review

Marshall Wace sold out of iShares US Regional Banks ETF (IAT) in Q1 2026, closing a stake of 5,980 shares — an estimated $330K sold.

Marshall Wace first reported a position in IAT in Q1 2019 and held it in 11 quarters. The position peaked at $1.77M in Q2 2025. 169 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

Marshall Wace reported no remaining iShares US Regional Banks ETF position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 5,980 iShares US Regional Banks ETF shares in Q1 2026, an estimated $330K.
Marshall Wace first reported a position in iShares US Regional Banks ETF in Q1 2019 and held it in 11 quarters.
Marshall Wace's iShares US Regional Banks ETF position peaked at $1.77M in Q2 2025.
169 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.