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

Wealthcare Advisory Partners’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	$201K	Buy	+3,232	New	+$188K	﹤0.01%	1039

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

Wealthcare Advisory Partners's IAT Position: Q2 2026 in Review

Wealthcare Advisory Partners opened a new position in iShares US Regional Banks ETF (IAT) in Q2 2026: 3,232 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1039 among its holdings.

173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Wealthcare Advisory Partners held 3,232 shares of iShares US Regional Banks ETF worth $201K as of Q2 2026.
iShares US Regional Banks ETF was a new Wealthcare Advisory Partners position in Q2 2026.
iShares US Regional Banks ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1039 holding.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.