Steward Partners Investment Advisory’s iShares US Regional Banks ETF IAT Stock Holding History

Steward Partners Investment Advisory’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	$5.04M	Buy	81,011 +688	+0.9%	+$40K	0.03%	556
2026 Q1	$4.32M	Buy	80,323 +1,369	+2%	+$77.7K	0.02%	562
2025 Q4	$4.35M	Buy	78,954 +609	+0.8%	+$31.6K	0.02%	507
2025 Q3	$4.12M	Sell	78,345 -438	-0.6%	-$22.8K	0.02%	526
2025 Q2	$3.9M	Sell	78,783 -12,369	-14%	-$563K	0.03%	495
2025 Q1	$4.25M	Buy	91,152 +1,370	+2%	+$68.7K	0.04%	443
2024 Q4	$4.52M	Buy	89,782 +9,438	+12%	+$488K	0.04%	404
2024 Q3	$3.82M	Buy	80,344 +11	+0%	+$506	0.04%	442
2024 Q2	$3.33M	Buy	80,333 +6	+0%	+$248	0.04%	443
2024 Q1	$3.48M	Buy	80,327 +15,219	+23%	+$624K	0.04%	417
2023 Q4	$2.72M	Buy	65,108 +100	+0.2%	+$3.59K	0.04%	427
2023 Q3	$2.18M	Buy	65,008 +274	+0.4%	+$9.86K	0.03%	454
2023 Q2	$2.19M	Buy	64,734 +55,198	+579%	+$1.86M	0.03%	457
2023 Q1	$341K	Buy	9,536 +6,886	+260%	+$322K	0.01%	1066
2022 Q4	$126K	Sell	2,650 -209	-7%	-$10.3K	﹤0.01%	1450
2022 Q3	$136K	Sell	2,859 -988	-26%	-$51.3K	﹤0.01%	1370
2022 Q2	$190K	Sell	3,847 -8,167	-68%	-$435K	﹤0.01%	1228
2022 Q1	$708K	Sell	12,014 -17,561	-59%	-$1.11M	0.01%	805
2021 Q4	$1.83M	Buy	29,575 +678	+2%	+$42.9K	0.03%	513
2021 Q3	$1.75M	Buy	28,897 +1,058	+4%	+$60.9K	0.03%	490
2021 Q2	$1.6M	Buy	27,839 +1,329	+5%	+$78.8K	0.03%	514
2021 Q1	$1.5M	Buy	26,510 +23,185	+697%	+$1.23M	0.03%	512
2020 Q4	$151K	Buy	3,325 +13	+0.4%	+$524	﹤0.01%	1185
2020 Q3	$108K	Sell	3,312 -40,788	-92%	-$1.38M	﹤0.01%	1190
2020 Q2	$1.49M	Buy	44,100 +30,258	+219%	+$987K	0.04%	360
2020 Q1	$400K	Buy	13,842 +2,891	+26%	+$124K	0.01%	618
2019 Q4	$558K	Buy	10,951 +1,972	+22%	+$96.1K	0.02%	602
2019 Q3	$418K	Buy	8,979 +1,440	+19%	+$65.5K	0.01%	632
2019 Q2	$346K	Buy	+7,539	New	+$344K	0.01%	658
2018 Q4	–	Sell	-6,393	Closed	-$313K	–	1390
2018 Q3	$313K	Buy	6,393 +410	+7%	+$21K	0.01%	612
2018 Q2	$294K	Sell	5,983 -2,261	-27%	-$116K	0.02%	571
2018 Q1	$415K	Buy	8,244 +21	+0.3%	+$1.1K	0.03%	461
2017 Q4	$405K	Buy	8,223 +94	+1%	+$4.51K	0.03%	405
2017 Q3	$383K	Buy	8,129 +449	+6%	+$20.3K	0.04%	345
2017 Q2	$349K	Buy	7,680 +7,090	+1,202%	+$315K	0.04%	328
2017 Q1	$26K	Buy	+590	New	+$27.2K	﹤0.01%	684

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

Steward Partners Investment Advisory's IAT Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares US Regional Banks ETF (IAT) stake by 0.86% in Q2 2026, buying an estimated $40K and bringing the position to 81,011 shares worth $5.04M. The position accounts for 0.03% of the portfolio, ranked #556.

Steward Partners Investment Advisory first reported a position in IAT in Q1 2017 and has held it in 36 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Steward Partners Investment Advisory held 81,011 shares of iShares US Regional Banks ETF worth $5.04M as of Q2 2026.
Steward Partners Investment Advisory bought 688 iShares US Regional Banks ETF shares in Q2 2026, an estimated $40K.
iShares US Regional Banks ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #556 holding.
Steward Partners Investment Advisory first reported a position in iShares US Regional Banks ETF in Q1 2017 and has held it in 36 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.