Ameriprise’s iShares US Regional Banks ETF IAT Stock Holding History

Ameriprise’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
2026 Q1	$3.89M	Sell	72,200 -5,452	-7%	-$309K	﹤0.01%	2594
2025 Q4	$4.28M	Sell	77,652 -38,144	-33%	-$1.98M	﹤0.01%	2549
2025 Q3	$6.08M	Sell	115,796 -58,512	-34%	-$3.05M	﹤0.01%	2290
2025 Q2	$8.64M	Buy	174,308 +4,486	+3%	+$204K	﹤0.01%	1925
2025 Q1	$7.92M	Buy	169,822 +52,912	+45%	+$2.65M	﹤0.01%	1941
2024 Q4	$5.89M	Sell	116,910 -52,032	-31%	-$2.69M	﹤0.01%	2250
2024 Q3	$8.05M	Buy	168,942 +18,166	+12%	+$836K	﹤0.01%	1990
2024 Q2	$6.25M	Sell	150,776 -12,925	-8%	-$535K	﹤0.01%	2133
2024 Q1	$7.1M	Sell	163,701 -19,176	-10%	-$786K	﹤0.01%	2090
2023 Q4	$7.64M	Buy	182,877 +25,139	+16%	+$902K	﹤0.01%	2014
2023 Q3	$5.3M	Buy	157,738 +76,225	+94%	+$2.74M	﹤0.01%	2234
2023 Q2	$2.76M	Buy	81,513 +24,253	+42%	+$815K	﹤0.01%	2716
2023 Q1	$2.04M	Sell	57,260 -1,002	-2%	-$46.8K	﹤0.01%	2836
2022 Q4	$2.77M	Sell	58,262 -27,218	-32%	-$1.34M	﹤0.01%	2659
2022 Q3	$4.08M	Sell	85,480 -16,812	-16%	-$873K	﹤0.01%	2364
2022 Q2	$5.06M	Sell	102,292 -77,852	-43%	-$4.15M	﹤0.01%	2270
2022 Q1	$10.6M	Buy	180,144 +19,559	+12%	+$1.24M	﹤0.01%	1869
2021 Q4	$9.92M	Buy	160,585 +767	+0.5%	+$48.5K	﹤0.01%	1986
2021 Q3	$9.68M	Buy	159,818 +36,646	+30%	+$2.11M	﹤0.01%	1881
2021 Q2	$7.09M	Buy	123,172 +17,462	+17%	+$1.04M	﹤0.01%	2198
2021 Q1	$5.99M	Buy	105,710 +86,051	+438%	+$4.55M	﹤0.01%	2282
2020 Q4	$892K	Buy	19,659 +9,343	+91%	+$377K	﹤0.01%	3136
2020 Q3	$338K	Sell	10,316 -22,742	-69%	-$767K	﹤0.01%	3390
2020 Q2	$1.12M	Buy	33,058 +16,513	+100%	+$539K	﹤0.01%	2877
2020 Q1	$482K	Sell	16,545 -18,133	-52%	-$776K	﹤0.01%	3144
2019 Q4	$1.79M	Sell	34,678 -7,788	-18%	-$380K	﹤0.01%	2781
2019 Q3	$2M	Sell	42,466 -89,226	-68%	-$4.06M	﹤0.01%	2695
2019 Q2	$6.04M	Sell	131,692 -71,861	-35%	-$3.28M	﹤0.01%	2111
2019 Q1	$8.84M	Sell	203,553 -56,973	-22%	-$2.57M	﹤0.01%	1798
2018 Q4	$10.4M	Sell	260,526 -11,540	-4%	-$523K	0.01%	1571
2018 Q3	$13.3M	Buy	272,066 +67,236	+33%	+$3.44M	﹤0.01%	1638
2018 Q2	$10.1M	Buy	204,830 +57,591	+39%	+$2.95M	﹤0.01%	1732
2018 Q1	$7.39M	Buy	147,239 +37,621	+34%	+$1.97M	﹤0.01%	1890
2017 Q4	$5.4M	Buy	109,618 +28,350	+35%	+$1.36M	﹤0.01%	2072
2017 Q3	$3.84M	Sell	81,268 -13,288	-14%	-$600K	﹤0.01%	2271
2017 Q2	$4.31M	Buy	94,556 +11,947	+14%	+$531K	﹤0.01%	2179
2017 Q1	$3.7M	Buy	82,609 +5,851	+8%	+$270K	﹤0.01%	2258
2016 Q4	$3.48M	Buy	76,758 +4,930	+7%	+$200K	﹤0.01%	2325
2016 Q3	$2.53M	Buy	71,828 +22,658	+46%	+$777K	﹤0.01%	2440
2016 Q2	$1.59M	Buy	49,170 +11,416	+30%	+$380K	﹤0.01%	2634
2016 Q1	$1.2M	Sell	37,754 -28,891	-43%	-$902K	﹤0.01%	2768
2015 Q4	$2.33M	Buy	+66,645	New	+$2.35M	﹤0.01%	2512
2014 Q4	–	Sell	-3,872	Closed	-$128K	–	4032
2014 Q3	$128K	Buy	3,872 +1,245	+47%	+$41.9K	﹤0.01%	3575
2014 Q2	$91K	Buy	2,627 +2,462	+1,492%	+$82.9K	﹤0.01%	3621
2014 Q1	$6K	Hold	165	–	–	﹤0.01%	4730
2013 Q4	$5K	Hold	165	–	–	﹤0.01%	4617
2013 Q3	$5K	Buy	+165	New	+$5.05K	﹤0.01%	5228

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise's IAT Position: Q1 2026 in Review

Ameriprise reduced its iShares US Regional Banks ETF (IAT) stake by 7% in Q1 2026, selling an estimated $309K and leaving 72,200 shares worth $3.89M. The position accounts for ﹤0.01% of the portfolio, ranked #2594.

Ameriprise first reported a position in IAT in Q3 2013 and has held it in 47 quarters since. The position peaked at $13.3M in Q3 2018. 166 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

Ameriprise held 72,200 shares of iShares US Regional Banks ETF worth $3.89M as of Q1 2026.
Ameriprise sold 5,452 iShares US Regional Banks ETF shares in Q1 2026, an estimated $309K.
iShares US Regional Banks ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2594 holding.
Ameriprise first reported a position in iShares US Regional Banks ETF in Q3 2013 and has held it in 47 quarters since.
Ameriprise's iShares US Regional Banks ETF position peaked at $13.3M in Q3 2018.
166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.