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Addison Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Addison Advisors’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
Q2 		– Sell
-75
Closed -$3.5K – 901
2025
Q1 		$3.5K Buy
+75
New +$3.76K ﹤0.01% 706

Other funds holding IAT

EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Addison Advisors's IAT Position: Q2 2025 in Review

Addison Advisors sold out of iShares US Regional Banks ETF (IAT) in Q2 2025, closing a stake of 75 shares — an estimated $3.5K sold.

Addison Advisors first reported a position in IAT in Q1 2025 and held it in 1 quarter. The position peaked at $3.5K in Q1 2025. 166 funds tracked by Wall St. Rank hold IAT as of Q2 2025.

  • Addison Advisors reported no remaining iShares US Regional Banks ETF position as of Q2 2025 after selling out during the quarter.
  • Addison Advisors sold 75 iShares US Regional Banks ETF shares in Q2 2025, an estimated $3.5K.
  • Addison Advisors first reported a position in iShares US Regional Banks ETF in Q1 2025 and held it in 1 quarter.
  • Addison Advisors's iShares US Regional Banks ETF position peaked at $3.5K in Q1 2025.
  • 166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2025.

Based on Addison Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.