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Oppenheimer & Co’s iShares US Regional Banks ETF IAT Stock Holding History

Oppenheimer & Co’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 		$495K Sell
7,956
-184
-2% -$10.7K 0.01% 1263
2026
Q1 		$438K Buy
+8,140
New +$462K 0.01% 1240
2025
Q2 		– Sell
-4,540
Closed -$212K – 1648
2025
Q1 		$212K Sell
4,540
-1,099
-19% -$55.1K ﹤0.01% 1429
2024
Q4 		$284K Sell
5,639
-35
-0.6% -$1.81K ﹤0.01% 1293
2024
Q3 		$270K Buy
+5,674
New +$261K ﹤0.01% 1293
2024
Q1 		– Sell
-8,496
Closed -$355K – 1472
2023
Q4 		$355K Sell
8,496
-1,028
-11% -$36.9K 0.01% 1081
2023
Q3 		$320K Sell
9,524
-465
-5% -$16.7K 0.01% 1104
2023
Q2 		$338K Sell
9,989
-976
-9% -$32.8K 0.01% 1122
2023
Q1 		$392K Buy
+10,965
New +$512K 0.01% 1031
2022
Q2 		– Sell
-18,327
Closed -$1.08M – 1470
2022
Q1 		$1.08M Sell
18,327
-2,843
-13% -$180K 0.02% 716
2021
Q4 		$1.31M Buy
+21,170
New +$1.34M 0.02% 675
2018
Q4 		– Sell
-59,962
Closed -$2.94M – 1301
2018
Q3 		$2.94M Buy
59,962
+12,302
+26% +$629K 0.07% 295
2018
Q2 		$2.34M Buy
47,660
+5,241
+12% +$268K 0.06% 355
2018
Q1 		$2.14M Sell
42,419
-489
-1% -$25.5K 0.05% 378
2017
Q4 		$2.12M Sell
42,908
-14,767
-26% -$709K 0.05% 373
2017
Q3 		$2.72M Sell
57,675
-832
-1% -$37.6K 0.07% 305
2017
Q2 		$2.67M Buy
58,507
+2,990
+5% +$133K 0.07% 323
2017
Q1 		$2.49M Sell
55,517
-19,756
-26% -$912K 0.07% 330
2016
Q4 		$3.42M Buy
+75,273
New +$3.05M 0.1% 244
2015
Q1 		– Sell
-147,648
Closed -$5.16M – 1508
2014
Q4 		$5.16M Buy
147,648
+1,460
+1% +$49.2K 0.15% 168
2014
Q3 		$4.84M Buy
146,188
+6,010
+4% +$202K 0.14% 167
2014
Q2 		$4.86M Buy
140,178
+349
+0.2% +$11.8K 0.15% 165
2014
Q1 		$4.89M Buy
+139,829
New +$4.68M 0.15% 165

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Oppenheimer & Co's IAT Position: Q2 2026 in Review

Oppenheimer & Co reduced its iShares US Regional Banks ETF (IAT) stake by 2.3% in Q2 2026, selling an estimated $10.7K and leaving 7,956 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #1263.

Oppenheimer & Co first reported a position in IAT in Q1 2014 and has held it in 23 quarters since. The position peaked at $5.16M in Q4 2014. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Oppenheimer & Co held 7,956 shares of iShares US Regional Banks ETF worth $495K as of Q2 2026.
  • Oppenheimer & Co sold 184 iShares US Regional Banks ETF shares in Q2 2026, an estimated $10.7K.
  • iShares US Regional Banks ETF made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1263 holding.
  • Oppenheimer & Co first reported a position in iShares US Regional Banks ETF in Q1 2014 and has held it in 23 quarters since.
  • Oppenheimer & Co's iShares US Regional Banks ETF position peaked at $5.16M in Q4 2014.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.