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Merit Financial Group’s iShares US Regional Banks ETF IAT Stock Holding History

Merit Financial Group’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 		$219K Buy
+3,517
New +$204K ﹤0.01% 2048
2019
Q1 		– Sell
-16,820
Closed -$670K – 120
2018
Q4 		$670K Sell
16,820
-551
-3% -$25K 0.1% 35
2018
Q3 		$851K Buy
17,371
+1,161
+7% +$59.4K 0.14% 33
2018
Q2 		$796K Buy
16,210
+1,908
+13% +$97.6K 0.14% 33
2018
Q1 		$720K Buy
14,302
+4,806
+51% +$251K 0.14% 28
2017
Q4 		$468K Buy
+9,496
New +$456K 0.1% 45

Other funds holding IAT

WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Merit Financial Group's IAT Position: Q2 2026 in Review

Merit Financial Group opened a new position in iShares US Regional Banks ETF (IAT) in Q2 2026: 3,517 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #2048 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in IAT as recently as Q4 2018.

Merit Financial Group first reported a position in IAT in Q4 2017 and has held it in 6 quarters since. The position peaked at $851K in Q3 2018. 25 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Merit Financial Group held 3,517 shares of iShares US Regional Banks ETF worth $219K as of Q2 2026.
  • iShares US Regional Banks ETF was a new Merit Financial Group position in Q2 2026.
  • iShares US Regional Banks ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2048 holding.
  • Merit Financial Group first reported a position in iShares US Regional Banks ETF in Q4 2017 and has held it in 6 quarters since.
  • Merit Financial Group's iShares US Regional Banks ETF position peaked at $851K in Q3 2018.
  • 25 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.