Cerity Partners’s iShares US Regional Banks ETF IAT Stock Holding History

Cerity Partners’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 Q3	–	Sell	-4,373	Closed	-$217K	–	2801
2025 Q2	$217K	Buy	+4,373	New	+$199K	﹤0.01%	2311
2023 Q2	–	Sell	-858	Closed	-$412K	–	1793
2023 Q1	$412K	Buy	+858	New	+$40.1K	﹤0.01%	1393

Other funds holding IAT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Cerity Partners's IAT Position: Q3 2025 in Review

Cerity Partners sold out of iShares US Regional Banks ETF (IAT) in Q3 2025, closing a stake of 4,373 shares — an estimated $217K sold.

Cerity Partners first reported a position in IAT in Q1 2023 and held it in 2 quarters. The position peaked at $412K in Q1 2023. 165 funds tracked by Wall St. Rank hold IAT as of Q3 2025.

Cerity Partners reported no remaining iShares US Regional Banks ETF position as of Q3 2025 after selling out during the quarter.
Cerity Partners sold 4,373 iShares US Regional Banks ETF shares in Q3 2025, an estimated $217K.
Cerity Partners first reported a position in iShares US Regional Banks ETF in Q1 2023 and held it in 2 quarters.
Cerity Partners's iShares US Regional Banks ETF position peaked at $412K in Q1 2023.
165 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.