Medallion Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Medallion Wealth Advisors’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	$121K	Sell	1,937 -1,043	-35%	-$60.6K	0.04%	318
2026 Q1	$160K	Hold	2,980	–	–	0.05%	280
2025 Q4	$164K	Hold	2,980	–	–	0.06%	268
2025 Q3	$157K	Sell	2,980 -300	-9%	-$15.6K	0.06%	269
2025 Q2	$166K	Hold	3,280	–	–	0.06%	250
2025 Q1	$152K	Buy	3,280 +417	+15%	+$20.9K	0.07%	239
2024 Q4	$140K	Buy	+2,863	New	+$148K	0.07%	238

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

Medallion Wealth Advisors's IAT Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares US Regional Banks ETF (IAT) stake by 35% in Q2 2026, selling an estimated $60.6K and leaving 1,937 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #318.

Medallion Wealth Advisors first reported a position in IAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $166K in Q2 2025. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Medallion Wealth Advisors held 1,937 shares of iShares US Regional Banks ETF worth $121K as of Q2 2026.
Medallion Wealth Advisors sold 1,043 iShares US Regional Banks ETF shares in Q2 2026, an estimated $60.6K.
iShares US Regional Banks ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #318 holding.
Medallion Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's iShares US Regional Banks ETF position peaked at $166K in Q2 2025.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.