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Creative Financial Designs’s iShares US Regional Banks ETF IAT Stock Holding History

Creative Financial Designs’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
-3,583
Closed -$178K – 2085
2025
Q2 		$178K Buy
3,583
+24
+0.7% +$1.09K 0.01% 516
2025
Q1 		$166K Sell
3,559
-332
-9% -$16.7K 0.01% 493
2024
Q4 		$196K Sell
3,891
-1,151
-23% -$59.5K 0.02% 443
2024
Q3 		$240K Buy
5,042
+396
+9% +$18.2K 0.02% 406
2024
Q2 		$193K Sell
4,646
-475
-9% -$19.6K 0.02% 436
2024
Q1 		$222K Sell
5,121
-139
-3% -$5.7K 0.02% 392
2023
Q4 		$220K Buy
5,260
+60
+1% +$2.15K 0.02% 372
2023
Q3 		$175K Buy
5,200
+50
+1% +$1.8K 0.02% 362
2023
Q2 		$174K Buy
+5,150
New +$173K 0.02% 367

Other funds holding IAT

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Two Sigma Investments
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Financial Designs's IAT Position: Q3 2025 in Review

Creative Financial Designs sold out of iShares US Regional Banks ETF (IAT) in Q3 2025, closing a stake of 3,583 shares — an estimated $178K sold.

Creative Financial Designs first reported a position in IAT in Q2 2023 and held it in 9 quarters. The position peaked at $240K in Q3 2024. 165 funds tracked by Wall St. Rank hold IAT as of Q3 2025.

  • Creative Financial Designs reported no remaining iShares US Regional Banks ETF position as of Q3 2025 after selling out during the quarter.
  • Creative Financial Designs sold 3,583 iShares US Regional Banks ETF shares in Q3 2025, an estimated $178K.
  • Creative Financial Designs first reported a position in iShares US Regional Banks ETF in Q2 2023 and held it in 9 quarters.
  • Creative Financial Designs's iShares US Regional Banks ETF position peaked at $240K in Q3 2024.
  • 165 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2025.

Based on Creative Financial Designs's 13F filing for Q3 2025, filed 12 Nov 2025.