Advisory Services Network’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $202K | Sell |
3,756
-205
| -5% | -$11.6K | ﹤0.01% | 1818 |
|
|
2025
Q4 | $218K | Sell |
3,961
-82,420
| -95% | -$4.28M | ﹤0.01% | 1664 |
|
|
2025
Q3 | $4.54M | Buy |
86,381
+29,553
| +52% | +$1.54M | 0.07% | 321 |
|
|
2025
Q2 | $2.85M | Buy |
56,828
+17,031
| +43% | +$776K | 0.05% | 432 |
|
|
2025
Q1 | $1.86M | Sell |
39,797
-2,115
| -5% | -$106K | 0.04% | 522 |
|
|
2024
Q4 | $2.11M | Buy |
+41,912
| New | +$2.17M | 0.04% | 482 |
|
|
2024
Q1 | – | Sell |
-1,168
| Closed | -$48.9K | – | 2464 |
|
|
2023
Q4 | $48.9K | Buy |
+1,168
| New | +$41.9K | ﹤0.01% | 2020 |
|
|
2023
Q3 | – | Sell |
-6,150
| Closed | -$208K | – | 1503 |
|
|
2023
Q2 | $208K | Buy |
6,150
+210
| +4% | +$7.06K | 0.01% | 1284 |
|
|
2023
Q1 | $213K | Buy |
5,940
+3,675
| +162% | +$172K | 0.01% | 1273 |
|
|
2022
Q4 | $108K | Buy |
+2,265
| New | +$111K | ﹤0.01% | 1568 |
|
|
2022
Q2 | – | Sell |
-173,256
| Closed | -$10.2M | – | 1430 |
|
|
2022
Q1 | $10.2M | Sell |
173,256
-9,202
| -5% | -$583K | 0.3% | 62 |
|
|
2021
Q4 | $11.3M | Buy |
182,458
+12,761
| +8% | +$807K | 0.32% | 59 |
|
|
2021
Q3 | $10.3M | Buy |
169,697
+20,681
| +14% | +$1.19M | 0.33% | 50 |
|
|
2021
Q2 | $8.57M | Buy |
149,016
+12,682
| +9% | +$752K | 0.27% | 64 |
|
|
2021
Q1 | $7.73M | Buy |
136,334
+132,853
| +3,817% | +$7.03M | 0.29% | 67 |
|
|
2020
Q4 | $158K | Sell |
3,481
-2,002
| -37% | -$80.8K | 0.01% | 1143 |
|
|
2020
Q3 | $180K | Buy |
+5,483
| New | +$185K | 0.01% | 1010 |
|
|
2020
Q2 | – | Sell |
-2,944
| Closed | -$85K | – | 1815 |
|
|
2020
Q1 | $85K | Buy |
2,944
+2,785
| +1,752% | +$119K | 0.01% | 1141 |
|
|
2019
Q4 | $8K | Sell |
159
-1,027
| -87% | -$50.1K | ﹤0.01% | 2442 |
|
|
2019
Q3 | $54K | Hold |
1,186
| – | – | ﹤0.01% | 1329 |
|
|
2019
Q2 | $54K | Buy |
1,186
+1,157
| +3,990% | +$52.8K | ﹤0.01% | 1327 |
|
|
2019
Q1 | $1K | Sell |
29
-6,466
| -100% | -$292K | ﹤0.01% | 2432 |
|
|
2018
Q4 | $259K | Sell |
6,495
-22,604
| -78% | -$1.02M | 0.02% | 628 |
|
|
2018
Q3 | $1.43M | Buy |
29,099
+6,773
| +30% | +$346K | 0.1% | 260 |
|
|
2018
Q2 | $1.14M | Buy |
22,326
+2,726
| +14% | +$139K | 0.09% | 310 |
|
|
2018
Q1 | $987K | Buy |
19,600
+9,943
| +103% | +$519K | 0.08% | 342 |
|
|
2017
Q4 | $476K | Buy |
+9,657
| New | +$463K | 0.04% | 507 |
|
|
2015
Q3 | – | Sell |
-11,512
| Closed | -$428K | – | 1546 |
|
|
2015
Q2 | $428K | Sell |
11,512
-41
| -0.4% | -$1.47K | 0.13% | 181 |
|
|
2015
Q1 | $402K | Sell |
11,553
-332
| -3% | -$11.3K | 0.11% | 200 |
|
|
2014
Q4 | $377K | Sell |
11,885
-4,451
| -27% | -$150K | 0.12% | 176 |
|
|
2014
Q3 | $541K | Buy |
16,336
+2,849
| +21% | +$95.8K | 0.2% | 126 |
|
|
2014
Q2 | $467K | Buy |
13,487
+154
| +1% | +$5.19K | 0.2% | 127 |
|
|
2014
Q1 | $466K | Buy |
+13,333
| New | +$446K | 0.24% | 113 |
|
Other funds holding IAT
GHA
Advisory Services Network's IAT Position: Q1 2026 in Review
Advisory Services Network reduced its iShares US Regional Banks ETF (IAT) stake by 5.2% in Q1 2026, selling an estimated $11.6K and leaving 3,756 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1818.
Advisory Services Network first reported a position in IAT in Q1 2014 and has held it in 33 quarters since. The position peaked at $11.3M in Q4 2021. 166 funds tracked by Wall St. Rank hold IAT as of Q1 2026.
- Advisory Services Network held 3,756 shares of iShares US Regional Banks ETF worth $202K as of Q1 2026.
- Advisory Services Network sold 205 iShares US Regional Banks ETF shares in Q1 2026, an estimated $11.6K.
- iShares US Regional Banks ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1818 holding.
- Advisory Services Network first reported a position in iShares US Regional Banks ETF in Q1 2014 and has held it in 33 quarters since.
- Advisory Services Network's iShares US Regional Banks ETF position peaked at $11.3M in Q4 2021.
- 166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.
Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.