O'Shaughnessy Asset Management’s iShares US Regional Banks ETF IAT Stock Holding History

O'Shaughnessy Asset Management’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	$17.6K	Sell	283 -57	-17%	-$3.31K	﹤0.01%	2386
2026 Q1	$18.3K	Buy	340 +59	+21%	+$3.35K	﹤0.01%	2357
2025 Q4	$15.5K	Sell	281 -7	-2%	-$364	﹤0.01%	2366
2025 Q3	$15.1K	Hold	288	–	–	﹤0.01%	2317
2025 Q2	$14.3K	Hold	288	–	–	﹤0.01%	2154
2025 Q1	$13.4K	Buy	288 +195	+210%	+$9.78K	﹤0.01%	2097
2024 Q4	$4.68K	Sell	93 -1	-1%	-$52	﹤0.01%	2105
2024 Q3	$4.63K	Buy	94 +58	+161%	+$2.67K	﹤0.01%	2042
2024 Q2	$1.49K	Sell	36 -17	-32%	-$703	﹤0.01%	1922
2024 Q1	$2.3K	Buy	53 +5	+10%	+$205	﹤0.01%	1823
2023 Q4	$2.01K	Sell	48 -445	-90%	-$16K	﹤0.01%	1700
2023 Q3	$16.6K	Buy	+493	New	+$17.7K	﹤0.01%	1519

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

O'Shaughnessy Asset Management's IAT Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its iShares US Regional Banks ETF (IAT) stake by 17% in Q2 2026, selling an estimated $3.31K and leaving 283 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

O'Shaughnessy Asset Management first reported a position in IAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $18.3K in Q1 2026. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

O'Shaughnessy Asset Management held 283 shares of iShares US Regional Banks ETF worth $17.6K as of Q2 2026.
O'Shaughnessy Asset Management sold 57 iShares US Regional Banks ETF shares in Q2 2026, an estimated $3.31K.
iShares US Regional Banks ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2386 holding.
O'Shaughnessy Asset Management first reported a position in iShares US Regional Banks ETF in Q3 2023 and has held it in 12 quarters since.
O'Shaughnessy Asset Management's iShares US Regional Banks ETF position peaked at $18.3K in Q1 2026.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.