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Moneta Group Investment Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Moneta Group Investment 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
Q1 		$589K Sell
10,941
-215
-2% -$12.2K ﹤0.01% 469
2025
Q4 		$615K Sell
11,156
-247
-2% -$12.8K ﹤0.01% 449
2025
Q3 		$599K Buy
11,403
+147
+1% +$7.66K ﹤0.01% 449
2025
Q2 		$558K Buy
11,256
+113
+1% +$5.15K 0.01% 414
2025
Q1 		$520K Sell
11,143
-41
-0.4% -$2.06K 0.01% 406
2024
Q4 		$563K Sell
11,184
-163
-1% -$8.42K 0.01% 385
2024
Q3 		$539K Buy
11,347
+204
+2% +$9.39K 0.01% 390
2024
Q2 		$462K Sell
11,143
-2
-0% -$83 0.01% 404
2024
Q1 		$483K Buy
11,145
+252
+2% +$10.3K 0.01% 381
2023
Q4 		$456K Hold
10,893
– – 0.01% 354
2023
Q3 		$366K Buy
10,893
+410
+4% +$14.8K 0.01% 369
2023
Q2 		$355K Buy
10,483
+3,846
+58% +$129K 0.01% 397
2023
Q1 		$238K Buy
+6,637
New +$310K 0.01% 463
2018
Q2 		– Sell
-425
Closed -$21K – 500
2018
Q1 		$21K Buy
+425
New +$22.2K ﹤0.01% 398

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Moneta Group Investment Advisors's IAT Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its iShares US Regional Banks ETF (IAT) stake by 1.9% in Q1 2026, selling an estimated $12.2K and leaving 10,941 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Moneta Group Investment Advisors first reported a position in IAT in Q1 2018 and has held it in 14 quarters since. The position peaked at $615K in Q4 2025. 166 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

  • Moneta Group Investment Advisors held 10,941 shares of iShares US Regional Banks ETF worth $589K as of Q1 2026.
  • Moneta Group Investment Advisors sold 215 iShares US Regional Banks ETF shares in Q1 2026, an estimated $12.2K.
  • iShares US Regional Banks ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #469 holding.
  • Moneta Group Investment Advisors first reported a position in iShares US Regional Banks ETF in Q1 2018 and has held it in 14 quarters since.
  • Moneta Group Investment Advisors's iShares US Regional Banks ETF position peaked at $615K in Q4 2025.
  • 166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.