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

Spire 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 		$45.1K Hold
725
– – ﹤0.01% 1205
2026
Q1 		$39K Hold
725
– – ﹤0.01% 1242
2025
Q4 		$40K Hold
725
– – ﹤0.01% 1247
2025
Q3 		$38.1K Hold
725
– – ﹤0.01% 1322
2025
Q2 		$35.9K Sell
725
-384
-35% -$17.5K ﹤0.01% 1315
2025
Q1 		$51.7K Buy
1,109
+1,026
+1,236% +$51.5K ﹤0.01% 1270
2024
Q4 		$4.19K Hold
83
– – ﹤0.01% 2092
2024
Q3 		$3.92K Sell
83
-85
-51% -$3.91K ﹤0.01% 1874
2024
Q2 		$6.96K Buy
168
+1
+0.6% +$41 ﹤0.01% 1746
2024
Q1 		$7.22K Buy
167
+2
+1% +$82 ﹤0.01% 1818
2023
Q4 		$6.82K Buy
165
+4
+2% +$144 ﹤0.01% 1870
2023
Q3 		$5.41K Hold
161
– – ﹤0.01% 1923
2023
Q2 		$5.45K Buy
161
+1
+0.6% +$34 ﹤0.01% 1975
2023
Q1 		$5.71K Buy
160
+1
+0.6% +$47 ﹤0.01% 2003
2022
Q4 		$8K Buy
159
+3
+2% +$147 ﹤0.01% 1694
2022
Q3 		$7K Sell
156
-506
-76% -$26.3K ﹤0.01% 1658
2022
Q2 		$33K Sell
662
-1,977
-75% -$105K ﹤0.01% 1467
2022
Q1 		$156K Buy
2,639
+2,112
+401% +$134K ﹤0.01% 993
2021
Q4 		$33K Buy
+527
New +$33.3K ﹤0.01% 1907
2021
Q3 		– Sell
-400
Closed -$23K – 2608
2021
Q2 		$23K Sell
400
-200
-33% -$11.9K ﹤0.01% 1819
2021
Q1 		$34K Buy
+600
New +$31.8K ﹤0.01% 1918

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

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

Spire Wealth Management held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 725 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Spire Wealth Management first reported a position in IAT in Q1 2021 and has held it in 21 quarters since. The position peaked at $156K in Q1 2022. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Spire Wealth Management held 725 shares of iShares US Regional Banks ETF worth $45.1K as of Q2 2026.
  • Spire 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 Spire Wealth Management's portfolio in Q2 2026, its #1205 holding.
  • Spire Wealth Management first reported a position in iShares US Regional Banks ETF in Q1 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's iShares US Regional Banks ETF position peaked at $156K in Q1 2022.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.