SC
IAT icon

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

SummitTX Capital’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 		$3.67K Buy
+59
New +$3.43K ﹤0.01% 760
2025
Q2 		– Sell
-9,159
Closed -$427K – 871
2025
Q1 		$427K Buy
+9,159
New +$459K 0.02% 584

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

SummitTX Capital's IAT Position: Q2 2026 in Review

SummitTX Capital opened a new position in iShares US Regional Banks ETF (IAT) in Q2 2026: 59 shares worth $3.67K. The stake represents ﹤0.01% of the portfolio and ranks #760 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in IAT as recently as Q1 2025.

SummitTX Capital first reported a position in IAT in Q1 2025 and has held it in 2 quarters since. The position peaked at $427K in Q1 2025. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • SummitTX Capital held 59 shares of iShares US Regional Banks ETF worth $3.67K as of Q2 2026.
  • iShares US Regional Banks ETF was a new SummitTX Capital position in Q2 2026.
  • iShares US Regional Banks ETF made up ﹤0.01% of SummitTX Capital's portfolio in Q2 2026, its #760 holding.
  • SummitTX Capital first reported a position in iShares US Regional Banks ETF in Q1 2025 and has held it in 2 quarters since.
  • SummitTX Capital's iShares US Regional Banks ETF position peaked at $427K in Q1 2025.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.