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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

SHP Wealth Management's IAT Position: Q1 2026 in Review

SHP Wealth Management held its iShares US Regional Banks ETF (IAT) position steady in Q1 2026 at 777 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

SHP Wealth Management first reported a position in IAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $42.9K in Q4 2025. 166 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

  • SHP Wealth Management held 777 shares of iShares US Regional Banks ETF worth $41.8K as of Q1 2026.
  • SHP Wealth Management left its iShares US Regional Banks ETF share count unchanged in Q1 2026.
  • iShares US Regional Banks ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #537 holding.
  • SHP Wealth Management first reported a position in iShares US Regional Banks ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares US Regional Banks ETF position peaked at $42.9K in Q4 2025.
  • 166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.