Osaic Holdings
IAT icon

Osaic Holdings’s iShares US Regional Banks ETF IAT Stock Holding History

Osaic Holdings’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 		$3.07M Buy
49,343
+432
+0.9% +$25.1K ﹤0.01% 1935
2026
Q1 		$2.63M Sell
48,911
-645
-1% -$36.6K ﹤0.01% 1844
2025
Q4 		$2.73M Sell
49,556
-153,892
-76% -$7.99M ﹤0.01% 1825
2025
Q3 		$11M Sell
203,448
-6,706
-3% -$350K 0.02% 950
2025
Q2 		$10.4M Sell
210,154
-5,368
-2% -$244K 0.02% 810
2025
Q1 		$10.1M Buy
215,522
+16,741
+8% +$840K 0.02% 678
2024
Q4 		$10M Buy
198,781
+118,934
+149% +$6.14M 0.02% 662
2024
Q3 		$3.8M Buy
79,847
+34,025
+74% +$1.57M 0.01% 1234
2024
Q2 		$1.9M Sell
45,822
-15,724
-26% -$650K ﹤0.01% 1684
2024
Q1 		$2.67M Sell
61,546
-10,309
-14% -$423K 0.01% 1490
2023
Q4 		$3.01M Sell
71,855
-22,685
-24% -$814K 0.01% 1536
2023
Q3 		$3.18M Buy
94,540
+18,509
+24% +$666K ﹤0.01% 1612
2023
Q2 		$2.58M Buy
76,031
+4,789
+7% +$161K ﹤0.01% 1659
2023
Q1 		$2.55M Buy
71,242
+977
+1% +$45.7K ﹤0.01% 1637
2022
Q4 		$3.35M Buy
70,265
+9,735
+16% +$478K 0.01% 1369
2022
Q3 		$2.89M Sell
60,530
-301
-0.5% -$15.6K 0.01% 1361
2022
Q2 		$3M Sell
60,831
-64,547
-51% -$3.44M 0.01% 1370
2022
Q1 		$7.4M Buy
125,378
+24,468
+24% +$1.55M 0.01% 944
2021
Q4 		$6.23M Buy
100,910
+9,054
+10% +$572K 0.01% 985
2021
Q3 		$5.56M Buy
91,856
+2,538
+3% +$146K 0.01% 995
2021
Q2 		$5.14M Buy
89,318
+33,320
+60% +$1.98M 0.01% 1026
2021
Q1 		$3.18M Buy
55,998
+34,074
+155% +$1.8M 0.01% 1246
2020
Q4 		$995K Buy
21,924
+529
+2% +$21.3K ﹤0.01% 2044
2020
Q3 		$699K Sell
21,395
-5,429
-20% -$183K ﹤0.01% 2116
2020
Q2 		$907K Buy
26,824
+1,542
+6% +$50.3K ﹤0.01% 1827
2020
Q1 		$732K Buy
+25,282
New +$1.08M ﹤0.01% 1770

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

Osaic Holdings's IAT Position: Q2 2026 in Review

Osaic Holdings increased its iShares US Regional Banks ETF (IAT) stake by 0.88% in Q2 2026, buying an estimated $25.1K and bringing the position to 49,343 shares worth $3.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1935.

Osaic Holdings first reported a position in IAT in Q1 2020 and has held it in 26 quarters since. The position peaked at $11M in Q3 2025. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Osaic Holdings held 49,343 shares of iShares US Regional Banks ETF worth $3.07M as of Q2 2026.
  • Osaic Holdings bought 432 iShares US Regional Banks ETF shares in Q2 2026, an estimated $25.1K.
  • iShares US Regional Banks ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #1935 holding.
  • Osaic Holdings first reported a position in iShares US Regional Banks ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's iShares US Regional Banks ETF position peaked at $11M in Q3 2025.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.