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SHP Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

SHP Wealth 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 		$48.3K Hold
777
– – ﹤0.01% 554
2026
Q1 		$41.8K Hold
777
– – ﹤0.01% 537
2025
Q4 		$42.9K Buy
+777
New +$40.4K ﹤0.01% 510

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

SHP Wealth Management's IAT Position: Q2 2026 in Review

SHP Wealth Management held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 777 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

SHP Wealth Management first reported a position in IAT in Q4 2025 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • SHP Wealth Management held 777 shares of iShares US Regional Banks ETF worth $48.3K as of Q2 2026.
  • SHP Wealth Management left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
  • iShares US Regional Banks ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #554 holding.
  • SHP Wealth Management first reported a position in iShares US Regional Banks ETF in Q4 2025 and has held it in 3 quarters since.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.