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

Viewpoint Capital 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	$286K	Sell	4,590 -2,700	-37%	-$157K	0.15%	74
2026 Q1	$392K	Hold	7,290	–	–	0.18%	75
2025 Q4	$402K	Hold	7,290	–	–	0.17%	77
2025 Q3	$383K	Sell	7,290 -702	-9%	-$36.6K	0.17%	76
2025 Q2	$396K	Hold	7,992	–	–	0.19%	73
2025 Q1	$373K	Hold	7,992	–	–	0.2%	78
2024 Q4	$402K	Hold	7,992	–	–	0.21%	71
2024 Q3	$376K	Hold	7,992	–	–	0.21%	78
2024 Q2	$331K	Hold	7,992	–	–	0.2%	77
2024 Q1	$347K	Hold	7,992	–	–	0.22%	76
2023 Q4	$334K	Hold	7,992	–	–	0.23%	74
2023 Q3	$269K	Buy	+7,992	New	+$288K	0.21%	75
2023 Q2	–	Sell	-7,992	Closed	-$286K	–	125
2023 Q1	$286K	Hold	7,992	–	–	0.26%	68
2022 Q4	$381K	Hold	7,992	–	–	0.37%	57
2022 Q3	$382K	Hold	7,992	–	–	0.38%	56
2022 Q2	$394K	Hold	7,992	–	–	0.37%	57
2022 Q1	$471K	Hold	7,992	–	–	0.36%	58
2021 Q4	$494K	Buy	+7,992	New	+$505K	0.36%	58

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

Viewpoint Capital Management's IAT Position: Q2 2026 in Review

Viewpoint Capital Management reduced its iShares US Regional Banks ETF (IAT) stake by 37% in Q2 2026, selling an estimated $157K and leaving 4,590 shares worth $286K. The position accounts for 0.15% of the portfolio, ranked #74.

Viewpoint Capital Management first reported a position in IAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $494K in Q4 2021. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Viewpoint Capital Management held 4,590 shares of iShares US Regional Banks ETF worth $286K as of Q2 2026.
Viewpoint Capital Management sold 2,700 iShares US Regional Banks ETF shares in Q2 2026, an estimated $157K.
iShares US Regional Banks ETF made up 0.15% of Viewpoint Capital Management's portfolio in Q2 2026, its #74 holding.
Viewpoint Capital Management first reported a position in iShares US Regional Banks ETF in Q4 2021 and has held it in 18 quarters since.
Viewpoint Capital Management's iShares US Regional Banks ETF position peaked at $494K in Q4 2021.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.