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Ballew Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Ballew 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
Q4 		– Sell
-5,694
Closed -$292K – 125
2025
Q3 		$292K Sell
5,694
-4,620
-45% -$241K 0.16% 95
2025
Q2 		$541K Buy
10,314
+36
+0.4% +$1.64K 0.32% 67
2025
Q1 		$416K Buy
+10,278
New +$516K 0.28% 71
2023
Q1 		– Sell
-5,499
Closed -$277K – 110
2022
Q4 		$277K Hold
5,499
– – 0.21% 81
2022
Q3 		$266K Sell
5,499
-753
-12% -$39.1K 0.24% 79
2022
Q2 		$300K Hold
6,252
– – 0.27% 71
2022
Q1 		$349K Hold
6,252
– – 0.27% 79
2021
Q4 		$433K Hold
6,252
– – 0.3% 74
2021
Q3 		$394K Sell
6,252
-195
-3% -$11.2K 0.29% 73
2021
Q2 		$368K Sell
6,447
-7,813
-55% -$463K 0.26% 86
2021
Q1 		$814K Buy
14,260
+7,130
+100% +$377K 0.3% 72
2020
Q4 		$355K Hold
7,130
– – 0.27% 69
2020
Q3 		$250K Buy
7,130
+562
+9% +$19K 0.21% 73
2020
Q2 		$209K Buy
+6,568
New +$214K 0.21% 83
2020
Q1 		– Sell
-7,641
Closed -$384K – 82
2019
Q4 		$384K Sell
7,641
-356
-4% -$17.4K 0.33% 60
2019
Q3 		$354K Sell
7,997
-23
-0.3% -$1.05K 0.32% 64
2019
Q2 		$369K Buy
8,020
+43
+0.5% +$1.96K 0.34% 62
2019
Q1 		$382K Sell
7,977
-707
-8% -$31.9K 0.35% 57
2018
Q4 		$397K Buy
8,684
+157
+2% +$7.11K 0.37% 53
2018
Q3 		$376K Buy
8,527
+13
+0.2% +$665 0.34% 54
2018
Q2 		$419K Sell
8,514
-1,080
-11% -$55.3K 0.47% 47
2018
Q1 		$483K Buy
9,594
+1,922
+25% +$100K 0.42% 50
2017
Q4 		$378K Buy
+7,672
New +$368K 0.38% 61

Other funds holding IAT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ballew Advisors's IAT Position: Q4 2025 in Review

Ballew Advisors sold out of iShares US Regional Banks ETF (IAT) in Q4 2025, closing a stake of 5,694 shares — an estimated $292K sold.

Ballew Advisors first reported a position in IAT in Q4 2017 and held it in 23 quarters. The position peaked at $814K in Q1 2021. 173 funds tracked by Wall St. Rank hold IAT as of Q4 2025.

  • Ballew Advisors reported no remaining iShares US Regional Banks ETF position as of Q4 2025 after selling out during the quarter.
  • Ballew Advisors sold 5,694 iShares US Regional Banks ETF shares in Q4 2025, an estimated $292K.
  • Ballew Advisors first reported a position in iShares US Regional Banks ETF in Q4 2017 and held it in 23 quarters.
  • Ballew Advisors's iShares US Regional Banks ETF position peaked at $814K in Q1 2021.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2025.

Based on Ballew Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.