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Adams Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

Adams Wealth 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
2025
Q1 		– Sell
-103,563
Closed -$5.22M – 150
2024
Q4 		$5.22M Buy
+103,563
New +$5.35M 1% 25
2023
Q2 		– Sell
-96,741
Closed -$3.46M – 105
2023
Q1 		$3.46M Buy
+96,741
New +$4.52M 1.12% 20

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Adams Wealth Management's IAT Position: Q1 2025 in Review

Adams Wealth Management sold out of iShares US Regional Banks ETF (IAT) in Q1 2025, closing a stake of 103,563 shares — an estimated $5.22M sold.

Adams Wealth Management first reported a position in IAT in Q1 2023 and held it in 2 quarters. The position peaked at $5.22M in Q4 2024. 185 funds tracked by Wall St. Rank hold IAT as of Q1 2025.

  • Adams Wealth Management reported no remaining iShares US Regional Banks ETF position as of Q1 2025 after selling out during the quarter.
  • Adams Wealth Management sold 103,563 iShares US Regional Banks ETF shares in Q1 2025, an estimated $5.22M.
  • Adams Wealth Management first reported a position in iShares US Regional Banks ETF in Q1 2023 and held it in 2 quarters.
  • Adams Wealth Management's iShares US Regional Banks ETF position peaked at $5.22M in Q4 2024.
  • 185 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2025.

Based on Adams Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.