PFG Advisors
IAT icon

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
Q3 		$298K Buy
5,203
+19
+0.4% +$1.19K 0.02% 635
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

PFG Advisors's IAT Position: Q3 2026 in Review

PFG Advisors increased its iShares US Regional Banks ETF (IAT) stake by 0.37% in Q3 2026, buying an estimated $1.19K and bringing the position to 5,203 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #635.

PFG Advisors first reported a position in IAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $322K in Q2 2026. 149 funds tracked by Wall St. Rank hold IAT as of Q3 2026.

  • PFG Advisors held 5,203 shares of iShares US Regional Banks ETF worth $298K as of Q3 2026.
  • PFG Advisors bought 19 iShares US Regional Banks ETF shares in Q3 2026, an estimated $1.19K.
  • iShares US Regional Banks ETF made up 0.02% of PFG Advisors's portfolio in Q3 2026, its #635 holding.
  • PFG Advisors first reported a position in iShares US Regional Banks ETF in Q3 2025 and has held it in 5 quarters since.
  • PFG Advisors's iShares US Regional Banks ETF position peaked at $322K in Q2 2026.
  • 149 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.