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 Q2	$140K	Buy	2,250 +310	+16%	+$18K	﹤0.01%	2865
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 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

NewEdge Advisors's IAT Position: Q2 2026 in Review

NewEdge Advisors increased its iShares US Regional Banks ETF (IAT) stake by 16% in Q2 2026, buying an estimated $18K and bringing the position to 2,250 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #2865.

NewEdge Advisors first reported a position in IAT in Q2 2022 and has held it in 17 quarters since. The position peaked at $422K in Q4 2023. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

NewEdge Advisors held 2,250 shares of iShares US Regional Banks ETF worth $140K as of Q2 2026.
NewEdge Advisors bought 310 iShares US Regional Banks ETF shares in Q2 2026, an estimated $18K.
iShares US Regional Banks ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2865 holding.
NewEdge Advisors first reported a position in iShares US Regional Banks ETF in Q2 2022 and has held it in 17 quarters since.
NewEdge Advisors's iShares US Regional Banks ETF position peaked at $422K in Q4 2023.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.