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Wellington-Altus USA’s iShares US Regional Banks ETF IAT Stock Holding History

Wellington-Altus USA’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 		$16.2K Hold
300
– – 0.01% 532
2026
Q1 		$18.7K Hold
300
– – 0.01% 532
2025
Q4 		$16.5K Buy
+300
New +$15.6K 0.01% 524

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

Wellington-Altus USA's IAT Position: Q2 2026 in Review

Wellington-Altus USA held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 300 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #532.

Wellington-Altus USA first reported a position in IAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.7K in Q1 2026. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Wellington-Altus USA held 300 shares of iShares US Regional Banks ETF worth $16.2K as of Q2 2026.
  • Wellington-Altus USA left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
  • iShares US Regional Banks ETF made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #532 holding.
  • Wellington-Altus USA first reported a position in iShares US Regional Banks ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's iShares US Regional Banks ETF position peaked at $18.7K in Q1 2026.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.