Financial Freedom LLC’s iShares US Regional Banks ETF IAT Stock Holding History

Financial Freedom LLC’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	-3,028	Closed	-$159K	–	355
2025 Q3	$159K	Buy	3,028 +22	+0.7%	+$1.15K	0.08%	115
2025 Q2	$149K	Buy	3,006 +25	+0.8%	+$1.14K	0.08%	114
2025 Q1	$139K	Buy	2,981 +16	+0.5%	+$803	0.08%	115
2024 Q4	$149K	Buy	2,965 +24	+0.8%	+$1.24K	0.08%	108
2024 Q3	$140K	Buy	2,941 +27	+0.9%	+$1.24K	0.07%	120
2024 Q2	$121K	Buy	2,914 +26	+0.9%	+$1.08K	0.07%	125
2024 Q1	$125K	Buy	2,888 +20	+0.7%	+$820	0.07%	123
2023 Q4	$120K	Buy	2,868 +75	+3%	+$2.69K	0.08%	121
2023 Q3	$93.8K	Hold	2,793	–	–	0.07%	124
2023 Q2	$94.5K	Buy	2,793 +25	+0.9%	+$840	0.07%	122
2023 Q1	$99.1K	Buy	+2,768	New	+$129K	0.07%	116

Other funds holding IAT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Freedom LLC's IAT Position: Q4 2025 in Review

Financial Freedom LLC sold out of iShares US Regional Banks ETF (IAT) in Q4 2025, closing a stake of 3,028 shares — an estimated $159K sold.

Financial Freedom LLC first reported a position in IAT in Q1 2023 and held it in 11 quarters. The position peaked at $159K in Q3 2025. 174 funds tracked by Wall St. Rank hold IAT as of Q4 2025.

Financial Freedom LLC reported no remaining iShares US Regional Banks ETF position as of Q4 2025 after selling out during the quarter.
Financial Freedom LLC sold 3,028 iShares US Regional Banks ETF shares in Q4 2025, an estimated $159K.
Financial Freedom LLC first reported a position in iShares US Regional Banks ETF in Q1 2023 and held it in 11 quarters.
Financial Freedom LLC's iShares US Regional Banks ETF position peaked at $159K in Q3 2025.
174 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2025.

Based on Financial Freedom LLC's 13F filing for Q4 2025, filed 17 Feb 2026.