Arrow Financial’s iShares US Regional Banks ETF IAT Stock Holding History

Arrow Financial’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	–	Sell	-367	Closed	-$17.4K	–	232
2024 Q3	$17.4K	Sell	367 -368	-50%	-$16.9K	﹤0.01%	270
2024 Q2	$30.5K	Hold	735	–	–	﹤0.01%	234
2024 Q1	$31.9K	Hold	735	–	–	﹤0.01%	233
2023 Q4	$30.8K	Hold	735	–	–	﹤0.01%	237
2023 Q3	$24.7K	Hold	735	–	–	﹤0.01%	250
2023 Q2	$24.9K	Hold	735	–	–	﹤0.01%	240
2023 Q1	$26.3K	Hold	735	–	–	﹤0.01%	238
2022 Q4	$35K	Hold	735	–	–	﹤0.01%	232
2022 Q3	$35K	Hold	735	–	–	0.01%	225
2022 Q2	$36K	Hold	735	–	–	﹤0.01%	225
2022 Q1	$43K	Hold	735	–	–	0.01%	224
2021 Q4	$45K	Hold	735	–	–	0.01%	217
2021 Q3	$45K	Hold	735	–	–	0.01%	220
2021 Q2	$42K	Hold	735	–	–	0.01%	228
2021 Q1	$42K	Hold	735	–	–	0.01%	222
2020 Q4	$33K	Hold	735	–	–	0.01%	223
2020 Q3	$24K	Hold	735	–	–	0.01%	231
2020 Q2	$25K	Hold	735	–	–	0.01%	238
2020 Q1	$21K	Hold	735	–	–	0.01%	250
2019 Q4	$37K	Hold	735	–	–	0.01%	233
2019 Q3	$34K	Hold	735	–	–	0.01%	240
2019 Q2	$34K	Hold	735	–	–	0.01%	247
2019 Q1	$32K	Hold	735	–	–	0.01%	251
2018 Q4	$29K	Hold	735	–	–	0.01%	244
2018 Q3	$36K	Hold	735	–	–	0.01%	244
2018 Q2	$36K	Hold	735	–	–	0.01%	227
2018 Q1	$37K	Hold	735	–	–	0.01%	231
2017 Q4	$36K	Hold	735	–	–	0.01%	228
2017 Q3	$35K	Hold	735	–	–	0.01%	228
2017 Q2	$33K	Hold	735	–	–	0.01%	234
2017 Q1	$33K	Hold	735	–	–	0.01%	231
2016 Q4	$33K	Hold	735	–	–	0.01%	227
2016 Q3	$26K	Hold	735	–	–	0.01%	244
2016 Q2	$24K	Hold	735	–	–	0.01%	250
2016 Q1	$23K	Hold	735	–	–	0.01%	257
2015 Q4	$26K	Hold	735	–	–	0.01%	244
2015 Q3	$25K	Hold	735	–	–	0.01%	233
2015 Q2	$27K	Hold	735	–	–	0.01%	236
2015 Q1	$26K	Hold	735	–	–	0.01%	240
2014 Q4	$26K	Hold	735	–	–	0.01%	238
2014 Q3	$24K	Hold	735	–	–	0.01%	260
2014 Q2	$25K	Hold	735	–	–	0.01%	253
2014 Q1	$26K	Buy	+735	New	+$24.6K	0.01%	244

Other funds holding IAT

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

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

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

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Arrow Financial's IAT Position: Q4 2024 in Review

Arrow Financial sold out of iShares US Regional Banks ETF (IAT) in Q4 2024, closing a stake of 367 shares — an estimated $17.4K sold.

Arrow Financial first reported a position in IAT in Q1 2014 and held it in 43 quarters. The position peaked at $45K in Q4 2021. 195 funds tracked by Wall St. Rank hold IAT as of Q4 2024.

Arrow Financial reported no remaining iShares US Regional Banks ETF position as of Q4 2024 after selling out during the quarter.
Arrow Financial sold 367 iShares US Regional Banks ETF shares in Q4 2024, an estimated $17.4K.
Arrow Financial first reported a position in iShares US Regional Banks ETF in Q1 2014 and held it in 43 quarters.
Arrow Financial's iShares US Regional Banks ETF position peaked at $45K in Q4 2021.
195 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2024.

Based on Arrow Financial's 13F filing for Q4 2024, filed 14 Feb 2025.