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Snowden Capital Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Snowden Capital Advisors’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 		$338K Hold
5,430
– – 0.01% 1026
2026
Q1 		$292K Hold
5,430
– – 0.01% 1043
2025
Q4 		$299K Sell
5,430
-4,332
-44% -$225K 0.01% 1042
2025
Q3 		$513K Sell
9,762
-1,085
-10% -$56.6K 0.01% 766
2025
Q2 		$537K Buy
10,847
+41
+0.4% +$1.87K 0.02% 732
2025
Q1 		$504K Sell
10,806
-1,526
-12% -$76.5K 0.02% 737
2024
Q4 		$621K Buy
12,332
+2,304
+23% +$119K 0.02% 680
2024
Q3 		$477K Buy
10,028
+339
+3% +$15.6K 0.01% 795
2024
Q2 		$402K Buy
9,689
+1,147
+13% +$47.4K 0.01% 852
2024
Q1 		$371K Buy
8,542
+3,088
+57% +$127K 0.01% 888
2023
Q4 		$228K Buy
+5,454
New +$196K 0.01% 1032
2023
Q3 		– Sell
-9,638
Closed -$326K – 1113
2023
Q2 		$326K Buy
9,638
+1,030
+12% +$34.6K 0.01% 923
2023
Q1 		$308K Sell
8,608
-823
-9% -$38.5K 0.01% 929
2022
Q4 		$449K Sell
9,431
-400
-4% -$19.6K 0.02% 751
2022
Q3 		$469K Sell
9,831
-1,134
-10% -$58.9K 0.02% 680
2022
Q2 		$540K Buy
10,965
+2,090
+24% +$111K 0.02% 591
2022
Q1 		$522K Buy
8,875
+5,171
+140% +$328K 0.02% 619
2021
Q4 		$228K Sell
3,704
-58
-2% -$3.67K 0.01% 637
2021
Q3 		$228K Buy
3,762
+62
+2% +$3.57K 0.01% 799
2021
Q2 		$213K Buy
+3,700
New +$219K 0.01% 826
2017
Q1 		– Sell
-26,863
Closed -$1.22M – 348
2016
Q4 		$1.22M Buy
+26,863
New +$1.09M 0.31% 112

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

Snowden Capital Advisors's IAT Position: Q2 2026 in Review

Snowden Capital Advisors held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 5,430 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #1026.

Snowden Capital Advisors first reported a position in IAT in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.22M in Q4 2016. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Snowden Capital Advisors held 5,430 shares of iShares US Regional Banks ETF worth $338K as of Q2 2026.
  • Snowden Capital Advisors left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
  • iShares US Regional Banks ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #1026 holding.
  • Snowden Capital Advisors first reported a position in iShares US Regional Banks ETF in Q4 2016 and has held it in 21 quarters since.
  • Snowden Capital Advisors's iShares US Regional Banks ETF position peaked at $1.22M in Q4 2016.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.