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

PFG 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
Q2 		$322K Buy
5,184
+81
+2% +$4.71K 0.02% 646
2026
Q1 		$275K Buy
5,103
+14
+0.3% +$794 0.01% 679
2025
Q4 		$281K Buy
5,089
+17
+0.3% +$883 0.01% 661
2025
Q3 		$266K Buy
+5,072
New +$264K 0.01% 717

Other funds holding IAT

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
MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return
HWMO
Heritage Wealth Management (Ohio) Cincinnati, Ohio $401M AUM 32.53% 1-Year Est. Return

PFG Advisors's IAT Position: Q2 2026 in Review

PFG Advisors increased its iShares US Regional Banks ETF (IAT) stake by 1.6% in Q2 2026, buying an estimated $4.71K and bringing the position to 5,184 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #646.

PFG Advisors first reported a position in IAT in Q3 2025 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • PFG Advisors held 5,184 shares of iShares US Regional Banks ETF worth $322K as of Q2 2026.
  • PFG Advisors bought 81 iShares US Regional Banks ETF shares in Q2 2026, an estimated $4.71K.
  • iShares US Regional Banks ETF made up 0.02% of PFG Advisors's portfolio in Q2 2026, its #646 holding.
  • PFG Advisors first reported a position in iShares US Regional Banks ETF in Q3 2025 and has held it in 4 quarters since.
  • 62 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.