SCS Capital Management’s iShares US Regional Banks ETF IAT Stock Holding History

SCS Capital Management’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	$785K	Sell	12,623 -8,302	-40%	-$482K	0.01%	318
2026 Q1	$1.13M	Sell	20,925 -13,248	-39%	-$752K	0.01%	264
2025 Q4	$1.88M	Sell	34,173 -7,833	-19%	-$407K	0.02%	220
2025 Q3	$2.21M	Sell	42,006 -7,534	-15%	-$393K	0.02%	206
2025 Q2	$2.45M	Sell	49,540 -13,295	-21%	-$605K	0.03%	201
2025 Q1	$2.93M	Buy	+62,835	New	+$3.15M	0.04%	163

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

SCS Capital Management's IAT Position: Q2 2026 in Review

SCS Capital Management reduced its iShares US Regional Banks ETF (IAT) stake by 40% in Q2 2026, selling an estimated $482K and leaving 12,623 shares worth $785K. The position accounts for 0.01% of the portfolio, ranked #318.

SCS Capital Management first reported a position in IAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.93M in Q1 2025. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

SCS Capital Management held 12,623 shares of iShares US Regional Banks ETF worth $785K as of Q2 2026.
SCS Capital Management sold 8,302 iShares US Regional Banks ETF shares in Q2 2026, an estimated $482K.
iShares US Regional Banks ETF made up 0.01% of SCS Capital Management's portfolio in Q2 2026, its #318 holding.
SCS Capital Management first reported a position in iShares US Regional Banks ETF in Q1 2025 and has held it in 6 quarters since.
SCS Capital Management's iShares US Regional Banks ETF position peaked at $2.93M in Q1 2025.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.