Raymond James Financial’s iShares US Regional Banks ETF IAT Stock Holding History

Raymond James Financial’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	$9.85M	Buy	158,274 +45,587	+40%	+$2.65M	﹤0.01%	2173
2026 Q1	$6.07M	Buy	112,687 +706	+0.6%	+$40.1K	﹤0.01%	2441
2025 Q4	$6.18M	Buy	111,981 +24,901	+29%	+$1.29M	﹤0.01%	2341
2025 Q3	$4.57M	Sell	87,080 -21,419	-20%	-$1.12M	﹤0.01%	2520
2025 Q2	$5.38M	Sell	108,499 -19,762	-15%	-$900K	﹤0.01%	2333
2025 Q1	$5.98M	Buy	128,261 +2,087	+2%	+$105K	﹤0.01%	2209
2024 Q4	$6.35M	Buy	+126,174	New	+$6.52M	﹤0.01%	2175

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Raymond James Financial's IAT Position: Q2 2026 in Review

Raymond James Financial increased its iShares US Regional Banks ETF (IAT) stake by 40% in Q2 2026, buying an estimated $2.65M and bringing the position to 158,274 shares worth $9.85M. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

Raymond James Financial first reported a position in IAT in Q4 2024 and has held it in 7 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Raymond James Financial held 158,274 shares of iShares US Regional Banks ETF worth $9.85M as of Q2 2026.
Raymond James Financial bought 45,587 iShares US Regional Banks ETF shares in Q2 2026, an estimated $2.65M.
iShares US Regional Banks ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2173 holding.
Raymond James Financial first reported a position in iShares US Regional Banks ETF in Q4 2024 and has held it in 7 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.