LRI Investments, LLC IAT — ISHARES U.S. REGIONAL BANKS ETF

Ownership history in LRI Investments, LLC  ·  8 quarters on record

AI Ownership Summary

LRI Investments, LLC reported ISHARES U.S. REGIONAL BANKS ETF (IAT) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows IAT at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LRI Investments, LLC's position in ISHARES U.S. REGIONAL BANKS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IAT was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IAT stock page LRI Investments, LLC fund profile LRI Investments, LLC full holdings
How LRI Investments, LLC held IAT — position size vs. price
% of Fund (quarterly)    IAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 4,450 — 0% 0.02% $277K 2026-07-14 $63.20
2026 Q1 UNCHANGED — — — 4,450 — 0% 0.02% $240K 2026-04-30 $58.33
2025 Q4 UNCHANGED — — — 4,450 — 0% 0.02% $245K 2026-02-04 $60.90
2025 Q3 UNCHANGED — — — 4,450 — 0% 0.02% $234K 2025-11-03 $48.42
2025 Q2 UNCHANGED — — — 4,450 — 0% 0.02% $220K 2025-07-25 $50.33
2025 Q1 UNCHANGED — — — 4,450 — 0% 0.02% $208K 2025-05-01 $42.58
2024 Q4 UNCHANGED — — — 4,450 — 0% 0.02% $224K 2025-02-14 $50.15
2024 Q3 INITIATED — — — 4,450 — — 0.02% $242K 2024-11-15 $51.80

🏢 Other funds also holding IAT

As of 2026 Q2 — sorted by position size

Asempa Wealth Advisors 0.7% Westwind Capital 3Y 7Y 0.54% Cadent Capital Advisors, LLC 3Y 0.27% AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 0.25% Finley Financial, LLC 0.08% KERR FINANCIAL PLANNING Corp 0.07% Breakwater Capital Group 3Y 0.04% NEVILLE RODIE & SHAW INC 3Y 7Y 0.03% City State Bank 3Y 0.01% INDEPENDENT FINANCIAL GROUP, LLC 0.01%

FAQ About LRI Investments, LLC and IAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has LRI Investments, LLC reported owning IAT?

LRI Investments, LLC reported IAT across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported IAT position in LRI Investments, LLC's portfolio?

The largest reported portfolio weight for IAT was 0.02% in 2024 Q3.

What is the latest reported IAT position on this page?

The most recent filing on this page is 2026 Q2, when LRI Investments, LLC reported 4,450 shares, equal to 0.02% of portfolio, with an estimated market value of $277K.

What does the chart on this IAT ownership page compare?

The chart compares LRI Investments, LLC's quarterly IAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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