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

NewEdge 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 		$104K Buy
1,940
+1,202
+163% +$68.2K ﹤0.01% 2742
2025
Q4 		$40.7K Sell
738
-5,235
-88% -$272K ﹤0.01% 3014
2025
Q3 		$314K Sell
5,973
-335
-5% -$17.5K ﹤0.01% 2143
2025
Q2 		$313K Sell
6,308
-1,974
-24% -$89.9K ﹤0.01% 1996
2025
Q1 		$386K Buy
8,282
+475
+6% +$23.8K ﹤0.01% 1738
2024
Q4 		$393K Buy
7,807
+100
+1% +$5.17K ﹤0.01% 1705
2024
Q3 		$366K Buy
7,707
+1,063
+16% +$48.9K ﹤0.01% 1664
2024
Q2 		$275K Sell
6,644
-2,686
-29% -$111K ﹤0.01% 1764
2024
Q1 		$405K Sell
9,330
-746
-7% -$30.6K ﹤0.01% 1470
2023
Q4 		$422K Buy
10,076
+1,211
+14% +$43.5K ﹤0.01% 1370
2023
Q3 		$298K Sell
8,865
-1,291
-13% -$46.5K ﹤0.01% 1432
2023
Q2 		$344K Buy
10,156
+2,908
+40% +$97.7K ﹤0.01% 1395
2023
Q1 		$259K Sell
7,248
-1,102
-13% -$51.5K ﹤0.01% 1430
2022
Q4 		$29K Buy
8,350
+604
+8% +$29.7K ﹤0.01% 1979
2022
Q3 		$370K Buy
7,746
+118
+2% +$6.13K 0.01% 1096
2022
Q2 		$376K Buy
+7,628
New +$407K 0.01% 1104

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

NewEdge Advisors's IAT Position: Q1 2026 in Review

NewEdge Advisors increased its iShares US Regional Banks ETF (IAT) stake by 163% in Q1 2026, buying an estimated $68.2K and bringing the position to 1,940 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #2742.

NewEdge Advisors first reported a position in IAT in Q2 2022 and has held it in 16 quarters since. The position peaked at $422K in Q4 2023. 166 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

  • NewEdge Advisors held 1,940 shares of iShares US Regional Banks ETF worth $104K as of Q1 2026.
  • NewEdge Advisors bought 1,202 iShares US Regional Banks ETF shares in Q1 2026, an estimated $68.2K.
  • iShares US Regional Banks ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2742 holding.
  • NewEdge Advisors first reported a position in iShares US Regional Banks ETF in Q2 2022 and has held it in 16 quarters since.
  • NewEdge Advisors's iShares US Regional Banks ETF position peaked at $422K in Q4 2023.
  • 166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.