Atria Investments’s iShares US Regional Banks ETF IAT Stock Holding History

Atria Investments’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 Q2	–	Sell	-18,262	Closed	-$852K	–	2032
2025 Q1	$852K	Sell	18,262 -1,759	-9%	-$88.2K	0.01%	1074
2024 Q4	$1.01M	Buy	+20,021	New	+$1.03M	0.01%	981
2022 Q2	–	Sell	-21,082	Closed	-$1.24M	–	805
2022 Q1	$1.24M	Buy	21,082 +4,468	+27%	+$283K	0.02%	757
2021 Q4	$1.03M	Buy	+16,614	New	+$1.05M	0.02%	830
2017 Q1	–	Sell	-12,171	Closed	-$552K	–	691
2016 Q4	$552K	Buy	+12,171	New	+$493K	0.04%	325

Other funds holding IAT

EPFB

Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atria Investments's IAT Position: Q2 2025 in Review

Atria Investments sold out of iShares US Regional Banks ETF (IAT) in Q2 2025, closing a stake of 18,262 shares — an estimated $852K sold.

Atria Investments first reported a position in IAT in Q4 2016 and held it in 5 quarters. The position peaked at $1.24M in Q1 2022. 166 funds tracked by Wall St. Rank hold IAT as of Q2 2025.

Atria Investments reported no remaining iShares US Regional Banks ETF position as of Q2 2025 after selling out during the quarter.
Atria Investments sold 18,262 iShares US Regional Banks ETF shares in Q2 2025, an estimated $852K.
Atria Investments first reported a position in iShares US Regional Banks ETF in Q4 2016 and held it in 5 quarters.
Atria Investments's iShares US Regional Banks ETF position peaked at $1.24M in Q1 2022.
166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.