B. Riley Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

B. Riley Wealth Advisors’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	$406K	Sell	8,052 -29,312	-78%	-$1.51M	0.01%	763
2024 Q3	$1.74M	Sell	37,364 -619	-2%	-$28.5K	0.05%	346
2024 Q2	$1.57M	Sell	37,983 -2,303	-6%	-$95.3K	0.04%	406
2024 Q1	$1.37M	Sell	40,286 -6	-0%	-$246	0.04%	438
2023 Q4	$1.69M	Buy	40,292 +6	+0%	+$215	0.05%	399
2023 Q3	$1.37M	Buy	40,286 +2,275	+6%	+$81.9K	0.04%	438
2023 Q2	$1.29M	Buy	38,011 +22,658	+148%	+$761K	0.03%	487
2023 Q1	$549K	Buy	15,353 +10,655	+227%	+$498K	0.01%	764
2022 Q4	$224K	Buy	+4,698	New	+$231K	0.01%	1196
2022 Q1	–	Sell	-26,165	Closed	-$1.62M	–	1450
2021 Q4	$1.62M	Buy	+26,165	New	+$1.65M	0.05%	398
2014 Q3	–	Sell	-49	Closed	-$1.7K	–	1215
2014 Q2	$1.7K	Buy	+49	New	+$1.65K	﹤0.01%	2244

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

B. Riley Wealth Advisors's IAT Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its iShares US Regional Banks ETF (IAT) stake by 78% in Q4 2024, selling an estimated $1.51M and leaving 8,052 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #763.

B. Riley Wealth Advisors first reported a position in IAT in Q2 2014 and has held it in 11 quarters since. The position peaked at $1.74M in Q3 2024. 195 funds tracked by Wall St. Rank hold IAT as of Q4 2024.

B. Riley Wealth Advisors held 8,052 shares of iShares US Regional Banks ETF worth $406K as of Q4 2024.
B. Riley Wealth Advisors sold 29,312 iShares US Regional Banks ETF shares in Q4 2024, an estimated $1.51M.
iShares US Regional Banks ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #763 holding.
B. Riley Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q2 2014 and has held it in 11 quarters since.
B. Riley Wealth Advisors's iShares US Regional Banks ETF position peaked at $1.74M in Q3 2024.
195 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.