N.E.W. Advisory Services’s iShares US Regional Banks ETF IAT Stock Holding History

N.E.W. Advisory Services’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	$20.3K	Buy	327 +170	+108%	+$9.88K	﹤0.01%	530
2026 Q1	$8.45K	Hold	157	–	–	﹤0.01%	667
2025 Q4	$8.66K	Hold	157	–	–	﹤0.01%	636
2025 Q3	$8.25K	Hold	157	–	–	﹤0.01%	601
2025 Q2	$7.78K	Hold	157	–	–	﹤0.01%	598
2025 Q1	$7.32K	Buy	+157	New	+$7.88K	﹤0.01%	664

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

N.E.W. Advisory Services's IAT Position: Q2 2026 in Review

N.E.W. Advisory Services increased its iShares US Regional Banks ETF (IAT) stake by 108% in Q2 2026, buying an estimated $9.88K and bringing the position to 327 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

N.E.W. Advisory Services first reported a position in IAT in Q1 2025 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

N.E.W. Advisory Services held 327 shares of iShares US Regional Banks ETF worth $20.3K as of Q2 2026.
N.E.W. Advisory Services bought 170 iShares US Regional Banks ETF shares in Q2 2026, an estimated $9.88K.
iShares US Regional Banks ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #530 holding.
N.E.W. Advisory Services first reported a position in iShares US Regional Banks ETF in Q1 2025 and has held it in 6 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.