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

First Horizon 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	$266K	Hold	5,367	–	–	0.01%	461
2025 Q1	$250K	Hold	5,367	–	–	0.01%	464
2024 Q4	$270K	Hold	5,367	–	–	0.01%	454
2024 Q3	$255K	Hold	5,367	–	–	0.01%	481
2024 Q2	$223K	Sell	5,367 -20	-0.4%	-$827	0.01%	487
2024 Q1	$234K	Hold	5,387	–	–	0.01%	476
2023 Q4	$225K	Hold	5,387	–	–	0.01%	447
2023 Q3	$181K	Sell	5,387 -208	-4%	-$7.49K	0.01%	472
2023 Q2	$189K	Hold	5,595	–	–	0.01%	481
2023 Q1	$200K	Sell	5,595 -175	-3%	-$8.18K	0.01%	468
2022 Q4	$275K	Hold	5,770	–	–	0.01%	399
2022 Q3	$276K	Sell	5,770 -400	-6%	-$20.8K	0.01%	389
2022 Q2	$305K	Hold	6,170	–	–	0.01%	393
2022 Q1	$364K	Buy	6,170 +275	+5%	+$17.4K	0.02%	303
2021 Q4	$364K	Sell	5,895 -95	-2%	-$6K	0.01%	398
2021 Q3	$362K	Hold	5,990	–	–	0.01%	394
2021 Q2	$344K	Sell	5,990 -25	-0.4%	-$1.48K	0.02%	321
2021 Q1	$340K	Buy	6,015 +966	+19%	+$51.1K	0.02%	303
2020 Q4	$229K	Buy	5,049 +81	+2%	+$3.27K	0.02%	312
2020 Q3	$163K	Sell	4,968 -99	-2%	-$3.34K	0.01%	331
2020 Q2	$171K	Buy	5,067 +1	+0%	+$33	0.01%	321
2020 Q1	$146K	Buy	5,066 +1	+0%	+$43	0.01%	327
2019 Q4	$258K	Hold	5,065	–	–	0.02%	300
2019 Q3	$236K	Buy	5,065 +1	+0%	+$46	0.02%	301
2019 Q2	$232K	Hold	5,064	–	–	0.02%	322
2019 Q1	$219K	Sell	5,064 -482	-9%	-$21.7K	0.02%	318
2018 Q4	$220K	Buy	5,546 +8	+0.1%	+$362	0.02%	307
2018 Q3	$271K	Buy	5,538 +3	+0.1%	+$153	0.02%	321
2018 Q2	$272K	Sell	5,535 -230	-4%	-$11.8K	0.02%	324
2018 Q1	$290K	Sell	5,765 -2,322	-29%	-$121K	0.03%	263
2017 Q4	$400K	Sell	8,087 -6,505	-45%	-$312K	0.04%	228
2017 Q3	$689K	Sell	14,592 -285	-2%	-$12.9K	0.07%	178
2017 Q2	$679K	Buy	14,877 +17	+0.1%	+$756	0.07%	180
2017 Q1	$662K	Buy	14,860 +7,760	+109%	+$358K	0.08%	185
2016 Q4	$250K	Hold	7,100	–	–	0.03%	284
2016 Q3	$250K	Sell	7,100 -4,500	-39%	-$154K	0.03%	280
2016 Q2	$376K	Hold	11,600	–	–	0.05%	222
2016 Q1	$369K	Hold	11,600	–	–	0.04%	240
2015 Q4	$406K	Hold	11,600	–	–	0.07%	194
2015 Q3	$391K	Hold	11,600	–	–	0.06%	209
2015 Q2	$425K	Hold	11,600	–	–	0.06%	212
2015 Q1	$404K	Buy	11,600 +350	+3%	+$11.9K	0.06%	228
2014 Q4	$393K	Hold	11,250	–	–	0.06%	230
2014 Q3	$373K	Sell	11,250 -75	-0.7%	-$2.52K	0.06%	229
2014 Q2	$392K	Sell	11,325 -350	-3%	-$11.8K	0.06%	245
2014 Q1	$408K	Hold	11,675	–	–	0.06%	232
2013 Q4	$386K	Sell	11,675 -2,700	-19%	-$85.2K	0.06%	229
2013 Q3	$429K	Buy	+14,375	New	+$440K	0.07%	201

Other funds holding IAT

EPFB

Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Horizon Advisors's IAT Position: Q2 2025 in Review

First Horizon Advisors held its iShares US Regional Banks ETF (IAT) position steady in Q2 2025 at 5,367 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #461.

First Horizon Advisors first reported a position in IAT in Q3 2013 and has held it in 48 quarters since. The position peaked at $689K in Q3 2017. 166 funds tracked by Wall St. Rank hold IAT as of Q2 2025.

First Horizon Advisors held 5,367 shares of iShares US Regional Banks ETF worth $266K as of Q2 2025.
First Horizon Advisors left its iShares US Regional Banks ETF share count unchanged in Q2 2025.
iShares US Regional Banks ETF made up 0.01% of First Horizon Advisors's portfolio in Q2 2025, its #461 holding.
First Horizon Advisors first reported a position in iShares US Regional Banks ETF in Q3 2013 and has held it in 48 quarters since.
First Horizon Advisors's iShares US Regional Banks ETF position peaked at $689K in Q3 2017.
166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.