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

Register Financial 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 		$18.7K Sell
300
-400
-57% -$23.2K 0.01% 353
2026
Q1 		$37.7K Hold
700
– – 0.01% 288
2025
Q4 		$38.6K Buy
+700
New +$36.4K 0.02% 276

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Register Financial Advisors's IAT Position: Q2 2026 in Review

Register Financial Advisors reduced its iShares US Regional Banks ETF (IAT) stake by 57% in Q2 2026, selling an estimated $23.2K and leaving 300 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #353.

Register Financial Advisors first reported a position in IAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $38.6K in Q4 2025. 69 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Register Financial Advisors held 300 shares of iShares US Regional Banks ETF worth $18.7K as of Q2 2026.
  • Register Financial Advisors sold 400 iShares US Regional Banks ETF shares in Q2 2026, an estimated $23.2K.
  • iShares US Regional Banks ETF made up 0.01% of Register Financial Advisors's portfolio in Q2 2026, its #353 holding.
  • Register Financial Advisors first reported a position in iShares US Regional Banks ETF in Q4 2025 and has held it in 3 quarters since.
  • Register Financial Advisors's iShares US Regional Banks ETF position peaked at $38.6K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.