Montag & Associates’s iShares US Regional Banks ETF IAT Stock Holding History

Montag & Associates’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	–	Sell	-15	Closed	-$808	–	973
2026 Q1	$808	Hold	15	–	–	﹤0.01%	909
2025 Q4	$828	Hold	15	–	–	﹤0.01%	933
2025 Q3	$788	Hold	15	–	–	﹤0.01%	1041
2025 Q2	$744	Buy	+15	New	+$683	﹤0.01%	926

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

Montag & Associates's IAT Position: Q2 2026 in Review

Montag & Associates sold out of iShares US Regional Banks ETF (IAT) in Q2 2026, closing a stake of 15 shares — an estimated $808 sold.

Montag & Associates first reported a position in IAT in Q2 2025 and held it in 4 quarters. The position peaked at $828 in Q4 2025. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Montag & Associates reported no remaining iShares US Regional Banks ETF position as of Q2 2026 after selling out during the quarter.
Montag & Associates sold 15 iShares US Regional Banks ETF shares in Q2 2026, an estimated $808.
Montag & Associates first reported a position in iShares US Regional Banks ETF in Q2 2025 and held it in 4 quarters.
Montag & Associates's iShares US Regional Banks ETF position peaked at $828 in Q4 2025.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.