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

&Partners’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 		$274K Buy
4,406
+124
+3% +$7.21K ﹤0.01% 2195
2026
Q1 		$231K Sell
4,282
-1,564
-27% -$88.7K ﹤0.01% 2163
2025
Q4 		$322K Buy
+5,846
New +$304K ﹤0.01% 1871

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

&Partners's IAT Position: Q2 2026 in Review

&Partners increased its iShares US Regional Banks ETF (IAT) stake by 2.9% in Q2 2026, buying an estimated $7.21K and bringing the position to 4,406 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #2195.

&Partners first reported a position in IAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $322K in Q4 2025. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • &Partners held 4,406 shares of iShares US Regional Banks ETF worth $274K as of Q2 2026.
  • &Partners bought 124 iShares US Regional Banks ETF shares in Q2 2026, an estimated $7.21K.
  • iShares US Regional Banks ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2195 holding.
  • &Partners first reported a position in iShares US Regional Banks ETF in Q4 2025 and has held it in 3 quarters since.
  • &Partners's iShares US Regional Banks ETF position peaked at $322K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.