Root Financial Partners’s iShares US Regional Banks ETF IAT Stock Holding History

Root Financial Partners’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	$51.5K	Buy	+900	New	+$56.3K	﹤0.01%	1070

Other funds holding IAT

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Root Financial Partners's IAT Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares US Regional Banks ETF (IAT) in Q3 2026: 900 shares worth $51.5K. The stake represents ﹤0.01% of the portfolio and ranks #1070 among its holdings.

149 funds tracked by Wall St. Rank hold IAT as of Q3 2026.

Root Financial Partners held 900 shares of iShares US Regional Banks ETF worth $51.5K as of Q3 2026.
iShares US Regional Banks ETF was a new Root Financial Partners position in Q3 2026.
iShares US Regional Banks ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1070 holding.
149 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.