Grey Fox Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Grey Fox 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 Q4	–	Sell	-1,414	Closed	-$74.3K	–	346
2025 Q3	$74.3K	Buy	+1,414	New	+$73.7K	0.02%	219
2023 Q2	–	Sell	-3,123	Closed	-$112K	–	284
2023 Q1	$112K	Buy	+3,123	New	+$146K	0.07%	131

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

Grey Fox Wealth Advisors's IAT Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares US Regional Banks ETF (IAT) in Q4 2025, closing a stake of 1,414 shares — an estimated $74.3K sold.

Grey Fox Wealth Advisors first reported a position in IAT in Q1 2023 and held it in 2 quarters. The position peaked at $112K in Q1 2023. 174 funds tracked by Wall St. Rank hold IAT as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining iShares US Regional Banks ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 1,414 iShares US Regional Banks ETF shares in Q4 2025, an estimated $74.3K.
Grey Fox Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q1 2023 and held it in 2 quarters.
Grey Fox Wealth Advisors's iShares US Regional Banks ETF position peaked at $112K in Q1 2023.
174 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.