QTR Family Wealth’s iShares US Regional Banks ETF IAT Stock Holding History

QTR Family Wealth’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	$332K	Buy	5,333 +11	+0.2%	+$639	0.12%	196
2026 Q1	$307K	Buy	5,322 +3	+0.1%	+$170	0.13%	190
2025 Q4	$331K	Sell	5,319 -248	-4%	-$12.9K	0.15%	163
2025 Q3	$292K	Sell	5,567 -1,057	-16%	-$55.1K	0.14%	167
2025 Q2	$328K	Buy	6,624 +14	+0.2%	+$638	0.2%	108
2025 Q1	$308K	Buy	+6,610	New	+$332K	0.23%	109

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

QTR Family Wealth's IAT Position: Q2 2026 in Review

QTR Family Wealth increased its iShares US Regional Banks ETF (IAT) stake by 0.21% in Q2 2026, buying an estimated $639 and bringing the position to 5,333 shares worth $332K. The position accounts for 0.12% of the portfolio, ranked #196.

QTR Family Wealth first reported a position in IAT in Q1 2025 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

QTR Family Wealth held 5,333 shares of iShares US Regional Banks ETF worth $332K as of Q2 2026.
QTR Family Wealth bought 11 iShares US Regional Banks ETF shares in Q2 2026, an estimated $639.
iShares US Regional Banks ETF made up 0.12% of QTR Family Wealth's portfolio in Q2 2026, its #196 holding.
QTR Family Wealth first reported a position in iShares US Regional Banks ETF in Q1 2025 and has held it in 6 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.