Toth Financial Advisory’s iShares US Regional Banks ETF IAT Stock Holding History

Toth Financial 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	$79.6K	Hold	1,280	–	–	0.01%	323
2026 Q1	$68.9K	Hold	1,280	–	–	0.01%	321
2025 Q4	$70.6K	Hold	1,280	–	–	0.01%	306
2025 Q3	$67.2K	Hold	1,280	–	–	0.01%	306
2025 Q2	$63.4K	Hold	1,280	–	–	0.01%	282
2025 Q1	$59.7K	Hold	1,280	–	–	0.01%	276
2024 Q4	$64.5K	Hold	1,280	–	–	0.01%	270
2024 Q3	$60.9K	Hold	1,280	–	–	0.01%	275
2024 Q2	$53.1K	Hold	1,280	–	–	0.01%	288
2024 Q1	$55.5K	Hold	1,280	–	–	0.01%	281
2023 Q4	$53.6K	Sell	1,280 -180	-12%	-$6.46K	0.01%	288
2023 Q3	$49.1K	Sell	1,460 -20	-1%	-$720	0.01%	275
2023 Q2	$50.1K	Hold	1,480	–	–	0.01%	270
2023 Q1	$53K	Sell	1,480 -10	-0.7%	-$467	0.01%	269
2022 Q4	$71K	Sell	1,490 -100	-6%	-$4.91K	0.01%	248
2022 Q3	$76K	Hold	1,590	–	–	0.01%	235
2022 Q2	$78K	Hold	1,590	–	–	0.01%	232
2022 Q1	$94K	Hold	1,590	–	–	0.01%	231
2021 Q4	$98K	Sell	1,590 -18	-1%	-$1.14K	0.01%	238
2021 Q3	$97K	Buy	1,608 +18	+1%	+$1.04K	0.01%	242
2021 Q2	$91K	Hold	1,590	–	–	0.01%	228
2021 Q1	$90K	Hold	1,590	–	–	0.01%	235
2020 Q4	$72K	Hold	1,590	–	–	0.01%	235
2020 Q3	$52K	Sell	1,590 -100	-6%	-$3.38K	0.01%	241
2020 Q2	$57K	Hold	1,690	–	–	0.01%	217
2020 Q1	$49K	Hold	1,690	–	–	0.01%	180
2019 Q4	$86K	Hold	1,690	–	–	0.02%	184
2019 Q3	$79K	Hold	1,690	–	–	0.02%	200
2019 Q2	$78K	Hold	1,690	–	–	0.02%	199
2019 Q1	$73K	Hold	1,690	–	–	0.02%	190
2018 Q4	$67K	Hold	1,690	–	–	0.02%	168
2018 Q3	$83K	Hold	1,690	–	–	0.02%	186
2018 Q2	$83K	Hold	1,690	–	–	0.02%	185
2018 Q1	$85K	Hold	1,690	–	–	0.02%	176
2017 Q4	$83K	Buy	+1,690	New	+$81.1K	0.02%	180

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

Toth Financial Advisory's IAT Position: Q2 2026 in Review

Toth Financial Advisory held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 1,280 shares worth $79.6K. The position accounts for 0.01% of the portfolio, ranked #323.

Toth Financial Advisory first reported a position in IAT in Q4 2017 and has held it in 35 quarters since. The position peaked at $98K in Q4 2021. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Toth Financial Advisory held 1,280 shares of iShares US Regional Banks ETF worth $79.6K as of Q2 2026.
Toth Financial Advisory left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #323 holding.
Toth Financial Advisory first reported a position in iShares US Regional Banks ETF in Q4 2017 and has held it in 35 quarters since.
Toth Financial Advisory's iShares US Regional Banks ETF position peaked at $98K in Q4 2021.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.