BRWA
IAT icon

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
2025
Q1 		– Sell
-8,052
Closed -$406K – 1364
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EPFB
Employees Provident Fund Board Shah Alam, Malaysia $17.4B AUM 49.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

B. Riley Wealth Advisors's IAT Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of iShares US Regional Banks ETF (IAT) in Q1 2025, closing a stake of 8,052 shares — an estimated $406K sold.

B. Riley Wealth Advisors first reported a position in IAT in Q2 2014 and held it in 11 quarters. The position peaked at $1.74M in Q3 2024. 185 funds tracked by Wall St. Rank hold IAT as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining iShares US Regional Banks ETF position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,052 iShares US Regional Banks ETF shares in Q1 2025, an estimated $406K.
  • B. Riley Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q2 2014 and held it in 11 quarters.
  • B. Riley Wealth Advisors's iShares US Regional Banks ETF position peaked at $1.74M in Q3 2024.
  • 185 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.