AA
IAT icon

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

AlphaMark 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
2024
Q4 		$77K Hold
1,525
– – 0.03% 203
2024
Q3 		$72K Hold
1,525
– – 0.02% 309
2024
Q2 		$63K Sell
1,525
-100
-6% -$4.14K 0.02% 321
2024
Q1 		$70K Sell
1,625
-325
-17% -$13.3K 0.02% 309
2023
Q4 		$82K Hold
1,950
– – 0.03% 292
2023
Q3 		$66K Sell
1,950
-290
-13% -$10.4K 0.03% 301
2023
Q2 		$76K Sell
2,240
-155
-6% -$5.21K 0.04% 186
2023
Q1 		$86K Buy
2,395
+200
+9% +$9.35K 0.04% 180
2022
Q4 		$105K Sell
2,195
-550
-20% -$27K 0.05% 144
2022
Q3 		$131K Sell
2,745
-100
-4% -$5.2K 0.06% 126
2022
Q2 		$140K Sell
2,845
-100
-3% -$5.33K 0.06% 123
2022
Q1 		$174K Sell
2,945
-2,425
-45% -$154K 0.06% 134
2021
Q4 		$332K Hold
5,370
– – 0.12% 103
2021
Q3 		$325K Sell
5,370
-1,050
-16% -$60.4K 0.12% 103
2021
Q2 		$369K Sell
6,420
-525
-8% -$31.1K 0.13% 96
2021
Q1 		$394K Sell
6,945
-1,300
-16% -$68.8K 0.15% 88
2020
Q4 		$374K Sell
8,245
-1,250
-13% -$50.4K 0.14% 87
2020
Q3 		$311K Sell
9,495
-150
-2% -$5.06K 0.13% 75
2020
Q2 		$326K Sell
9,645
-800
-8% -$26.1K 0.14% 70
2020
Q1 		$302K Hold
10,445
– – 0.17% 65
2019
Q4 		$532K Hold
10,445
– – 0.22% 63
2019
Q3 		$486K Sell
10,445
-150
-1% -$6.83K 0.21% 65
2019
Q2 		$486K Sell
10,595
-302
-3% -$13.8K 0.21% 63
2019
Q1 		$473K Sell
10,897
-6,799
-38% -$307K 0.2% 64
2018
Q4 		$705K Sell
17,696
-999
-5% -$45.3K 0.34% 56
2018
Q3 		$916K Buy
18,695
+900
+5% +$46K 0.37% 57
2018
Q2 		$875K Buy
17,795
+200
+1% +$10.2K 0.35% 63
2018
Q1 		$886K Sell
17,595
-700
-4% -$36.6K 0.38% 57
2017
Q4 		$902K Buy
18,295
+150
+0.8% +$7.2K 0.35% 60
2017
Q3 		$857K Buy
18,145
+25
+0.1% +$1.13K 0.36% 62
2017
Q2 		$825K Sell
18,120
-125
-0.7% -$5.56K 0.35% 68
2017
Q1 		$817K Buy
18,245
+1,020
+6% +$47.1K 0.38% 65
2016
Q4 		$782K Hold
17,225
– – 0.4% 60
2016
Q3 		$606K Sell
17,225
-170
-1% -$5.83K 0.31% 68
2016
Q2 		$564K Sell
17,395
-1,200
-6% -$39.9K 0.33% 70
2016
Q1 		$591K Sell
18,595
-1,200
-6% -$37.4K 0.31% 66
2015
Q4 		$692K Sell
19,795
-200
-1% -$7.06K 0.35% 67
2015
Q3 		$674K Buy
19,995
+2,340
+13% +$83.2K 0.38% 60
2015
Q2 		$646K Buy
17,655
+400
+2% +$14.3K 0.36% 68
2015
Q1 		$602K Buy
+17,255
New +$587K 0.34% 68

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AlphaMark Advisors's IAT Position: Q4 2024 in Review

AlphaMark Advisors held its iShares US Regional Banks ETF (IAT) position steady in Q4 2024 at 1,525 shares worth $77K. The position accounts for 0.03% of the portfolio, ranked #203.

AlphaMark Advisors first reported a position in IAT in Q1 2015 and has held it in 40 quarters since. The position peaked at $916K in Q3 2018. 195 funds tracked by Wall St. Rank hold IAT as of Q4 2024.

  • AlphaMark Advisors held 1,525 shares of iShares US Regional Banks ETF worth $77K as of Q4 2024.
  • AlphaMark Advisors left its iShares US Regional Banks ETF share count unchanged in Q4 2024.
  • iShares US Regional Banks ETF made up 0.03% of AlphaMark Advisors's portfolio in Q4 2024, its #203 holding.
  • AlphaMark Advisors first reported a position in iShares US Regional Banks ETF in Q1 2015 and has held it in 40 quarters since.
  • AlphaMark Advisors's iShares US Regional Banks ETF position peaked at $916K in Q3 2018.
  • 195 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.