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

Oakmont 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 		– Sell
-6,000
Closed -$331K – 113
2025
Q4 		$331K Buy
+6,000
New +$312K 0.24% 88

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Oakmont Investment Advisors's IAT Position: Q1 2026 in Review

Oakmont Investment Advisors sold out of iShares US Regional Banks ETF (IAT) in Q1 2026, closing a stake of 6,000 shares — an estimated $331K sold.

Oakmont Investment Advisors first reported a position in IAT in Q4 2025 and held it in 1 quarter. The position peaked at $331K in Q4 2025. 166 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

  • Oakmont Investment Advisors reported no remaining iShares US Regional Banks ETF position as of Q1 2026 after selling out during the quarter.
  • Oakmont Investment Advisors sold 6,000 iShares US Regional Banks ETF shares in Q1 2026, an estimated $331K.
  • Oakmont Investment Advisors first reported a position in iShares US Regional Banks ETF in Q4 2025 and held it in 1 quarter.
  • Oakmont Investment Advisors's iShares US Regional Banks ETF position peaked at $331K in Q4 2025.
  • 166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on Oakmont Investment Advisors's 13F filing for Q1 2026, filed 14 Aug 2026.