Simplex Trading
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Simplex Trading’s iShares US Regional Banks ETF IAT Stock Holding History

Simplex Trading’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 		$6.1K Buy
+98
New +$5.7K ﹤0.01% 8048
2024
Q1 		– Sell
-5,664
Closed -$236K – 9277
2023
Q4 		$236K Sell
5,664
-7,939
-58% -$285K ﹤0.01% 4501
2023
Q3 		$457K Sell
13,603
-9,645
-41% -$347K ﹤0.01% 3505
2023
Q2 		$786K Buy
23,248
+11,543
+99% +$388K ﹤0.01% 2832
2023
Q1 		$418K Buy
11,705
+9,825
+523% +$459K ﹤0.01% 3452
2022
Q4 		$89K Buy
+1,880
New +$92.3K ﹤0.01% 5219
2022
Q3 		– Sell
-5,428
Closed -$267K – 10329
2022
Q2 		$267K Buy
5,428
+5,364
+8,381% +$286K ﹤0.01% 4250
2022
Q1 		$3K Buy
+64
New +$4.05K ﹤0.01% 9703
2020
Q1 		– Sell
-179
Closed -$9K – 7870
2019
Q4 		$9K Buy
+179
New +$8.72K ﹤0.01% 6432
2019
Q3 		– Sell
-255
Closed -$11K – 7515
2019
Q2 		$11K Buy
255
+30
+13% +$1.37K ﹤0.01% 6043
2019
Q1 		$9K Buy
+225
New +$10.2K ﹤0.01% 6208
2018
Q4 		– Sell
-899
Closed -$44K – 7343
2018
Q3 		$44K Buy
+899
New +$46K ﹤0.01% 5285
2018
Q2 		– Sell
-1,012
Closed -$50K – 7571
2018
Q1 		$50K Buy
1,012
+940
+1,306% +$49.1K ﹤0.01% 2438
2017
Q4 		$3K Buy
+72
New +$3.46K ﹤0.01% 4900
2017
Q3 		– Sell
-130
Closed -$5K – 6198
2017
Q2 		$5K Buy
130
+100
+333% +$4.45K ﹤0.01% 4581
2017
Q1 		$1K Sell
30
-27
-47% -$1.25K ﹤0.01% 5665
2016
Q4 		$2K Sell
57
-792
-93% -$32.1K ﹤0.01% 5043
2016
Q3 		$29K Buy
+849
New +$29.1K ﹤0.01% 2591
2016
Q1 		– Sell
-990
Closed -$34K – 5869
2015
Q4 		$34K Sell
990
-992
-50% -$35K ﹤0.01% 2243
2015
Q3 		$66K Buy
1,982
+1,189
+150% +$42.3K ﹤0.01% 1769
2015
Q2 		$29K Buy
+793
New +$28.4K ﹤0.01% 2126

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

Simplex Trading's IAT Position: Q2 2026 in Review

Simplex Trading opened a new position in iShares US Regional Banks ETF (IAT) in Q2 2026: 98 shares worth $6.1K. The stake represents ﹤0.01% of the portfolio and ranks #8048 among its holdings. This is a return to the name: Simplex Trading previously reported a position in IAT as recently as Q4 2023.

Simplex Trading first reported a position in IAT in Q2 2015 and has held it in 21 quarters since. The position peaked at $786K in Q2 2023. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Simplex Trading held 98 shares of iShares US Regional Banks ETF worth $6.1K as of Q2 2026.
  • iShares US Regional Banks ETF was a new Simplex Trading position in Q2 2026.
  • iShares US Regional Banks ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #8048 holding.
  • Simplex Trading first reported a position in iShares US Regional Banks ETF in Q2 2015 and has held it in 21 quarters since.
  • Simplex Trading's iShares US Regional Banks ETF position peaked at $786K in Q2 2023.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.