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

Atria Wealth Solutions’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	$412K	Sell	8,207 -131	-2%	-$5.96K	0.01%	1007
2025 Q1	$389K	Sell	8,338 -25,669	-75%	-$1.29M	﹤0.01%	1325
2024 Q4	$1.71M	Buy	34,007 +23,769	+232%	+$1.23M	0.02%	701
2024 Q3	$487K	Sell	10,238 -549	-5%	-$25.3K	0.01%	1261
2024 Q2	$447K	Sell	10,787 -56,903	-84%	-$2.35M	﹤0.01%	1295
2024 Q1	$2.94M	Buy	67,690 +44,218	+188%	+$1.81M	0.03%	507
2023 Q4	$982K	Buy	23,472 +637	+3%	+$22.9K	0.01%	870
2023 Q3	$769K	Sell	22,835 -279	-1%	-$10K	0.01%	930
2023 Q2	$782K	Sell	23,114 -6,570	-22%	-$221K	0.01%	956
2023 Q1	$1.06M	Buy	29,684 +5,578	+23%	+$261K	0.02%	773
2022 Q4	$1.15M	Buy	24,106 +5,990	+33%	+$294K	0.02%	692
2022 Q3	$865K	Buy	18,116 +779	+4%	+$40.5K	0.01%	770
2022 Q2	$855K	Sell	17,337 -22,617	-57%	-$1.21M	0.02%	758
2022 Q1	$2.35M	Buy	+39,954	New	+$2.53M	0.04%	434

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 Wealth Solutions's IAT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares US Regional Banks ETF (IAT) stake by 1.6% in Q2 2025, selling an estimated $5.96K and leaving 8,207 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #1007.

Atria Wealth Solutions first reported a position in IAT in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.94M in Q1 2024. 166 funds tracked by Wall St. Rank hold IAT as of Q2 2025.

Atria Wealth Solutions held 8,207 shares of iShares US Regional Banks ETF worth $412K as of Q2 2025.
Atria Wealth Solutions sold 131 iShares US Regional Banks ETF shares in Q2 2025, an estimated $5.96K.
iShares US Regional Banks ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1007 holding.
Atria Wealth Solutions first reported a position in iShares US Regional Banks ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares US Regional Banks ETF position peaked at $2.94M in Q1 2024.
166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.