SOA Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

SOA Wealth 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	$10.4K	Buy	166 +1	+0.6%	+$58	﹤0.01%	608
2026 Q1	$8.9K	Sell	165 -1,960	-92%	-$111K	﹤0.01%	605
2025 Q4	$117K	Buy	2,125 +2	+0.1%	+$104	0.02%	264
2025 Q3	$112K	Sell	2,123 -188	-8%	-$9.8K	0.02%	278
2025 Q2	$114K	Sell	2,311 -236	-9%	-$10.7K	0.02%	264
2025 Q1	$119K	Hold	2,547	–	–	0.02%	243
2024 Q4	$128K	Sell	2,547 -2,384	-48%	-$123K	0.02%	229
2024 Q3	$234K	Sell	4,931 -313	-6%	-$14.4K	0.04%	167
2024 Q2	$217K	Buy	5,244 +2	+0%	+$83	0.04%	173
2024 Q1	$227K	Buy	5,242 +1	+0%	+$41	0.05%	168
2023 Q4	$219K	Buy	5,241 +4	+0.1%	+$144	0.05%	165
2023 Q3	$176K	Hold	5,237	–	–	0.04%	176
2023 Q2	$177K	Buy	5,237 +2,931	+127%	+$98.5K	0.04%	174
2023 Q1	$82.5K	Buy	+2,306	New	+$108K	0.02%	239

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

SOA Wealth Advisors's IAT Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares US Regional Banks ETF (IAT) stake by 0.61% in Q2 2026, buying an estimated $58 and bringing the position to 166 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

SOA Wealth Advisors first reported a position in IAT in Q1 2023 and has held it in 14 quarters since. The position peaked at $234K in Q3 2024. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

SOA Wealth Advisors held 166 shares of iShares US Regional Banks ETF worth $10.4K as of Q2 2026.
SOA Wealth Advisors bought 1 iShares US Regional Banks ETF share in Q2 2026, an estimated $58.
iShares US Regional Banks ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #608 holding.
SOA Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q1 2023 and has held it in 14 quarters since.
SOA Wealth Advisors's iShares US Regional Banks ETF position peaked at $234K in Q3 2024.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.