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Ameritas Advisory Services’s iShares US Regional Banks ETF IAT Stock Holding History

Ameritas Advisory Services’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
Q4 		– Sell
-339
Closed -$17.8K – 1477
2025
Q3 		$17.8K Sell
339
-993
-75% -$51.8K ﹤0.01% 1480
2025
Q2 		$66K Buy
+1,332
New +$60.7K ﹤0.01% 1176
2023
Q2 		– Sell
-2,001
Closed -$70K – 1466
2023
Q1 		$70K Buy
+2,001
New +$93.5K ﹤0.01% 1134

Other funds holding IAT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameritas Advisory Services's IAT Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares US Regional Banks ETF (IAT) in Q4 2025, closing a stake of 339 shares — an estimated $17.8K sold.

Ameritas Advisory Services first reported a position in IAT in Q1 2023 and held it in 3 quarters. The position peaked at $70K in Q1 2023. 174 funds tracked by Wall St. Rank hold IAT as of Q4 2025.

  • Ameritas Advisory Services reported no remaining iShares US Regional Banks ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 339 iShares US Regional Banks ETF shares in Q4 2025, an estimated $17.8K.
  • Ameritas Advisory Services first reported a position in iShares US Regional Banks ETF in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's iShares US Regional Banks ETF position peaked at $70K in Q1 2023.
  • 174 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.