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Benchmark Financial Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Benchmark Financial 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
Q2 		– Sell
-24,733
Closed -$1.15M – 118
2025
Q1 		$1.15M Buy
+24,733
New +$1.24M 0.44% 32

Other funds holding IAT

EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Benchmark Financial Wealth Advisors's IAT Position: Q2 2025 in Review

Benchmark Financial Wealth Advisors sold out of iShares US Regional Banks ETF (IAT) in Q2 2025, closing a stake of 24,733 shares — an estimated $1.15M sold.

Benchmark Financial Wealth Advisors first reported a position in IAT in Q1 2025 and held it in 1 quarter. The position peaked at $1.15M in Q1 2025. 166 funds tracked by Wall St. Rank hold IAT as of Q2 2025.

  • Benchmark Financial Wealth Advisors reported no remaining iShares US Regional Banks ETF position as of Q2 2025 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 24,733 iShares US Regional Banks ETF shares in Q2 2025, an estimated $1.15M.
  • Benchmark Financial Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q1 2025 and held it in 1 quarter.
  • Benchmark Financial Wealth Advisors's iShares US Regional Banks ETF position peaked at $1.15M in Q1 2025.
  • 166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2025.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.