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

HRT Financial’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	-6,726	Closed	-$353K	–	3541
2025 Q3	$353K	Buy	+6,726	New	+$351K	﹤0.01%	2081
2025 Q2	–	Sell	-8,859	Closed	-$413K	–	3046
2025 Q1	$413K	Buy	+8,859	New	+$444K	﹤0.01%	1572
2024 Q4	–	Sell	-6,412	Closed	-$304K	–	2768
2024 Q3	$304K	Buy	6,412 +394	+7%	+$18.1K	﹤0.01%	1804
2024 Q2	$249K	Buy	+6,018	New	+$249K	﹤0.01%	1578
2023 Q4	–	Sell	-31,891	Closed	-$1.07M	–	2655
2023 Q3	$1.07M	Buy	+31,891	New	+$1.15M	0.01%	931
2023 Q2	–	Sell	-54,881	Closed	-$1.96M	–	2814
2023 Q1	$1.96M	Buy	+54,881	New	+$2.56M	0.02%	606
2022 Q3	–	Sell	-15,266	Closed	-$752K	–	3107
2022 Q2	$752K	Buy	+15,266	New	+$814K	0.01%	1127
2021 Q1	–	Sell	-18,165	Closed	-$823K	–	2880
2020 Q4	$823K	Buy	+18,165	New	+$733K	0.02%	772

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GHA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HRT Financial's IAT Position: Q4 2025 in Review

HRT Financial sold out of iShares US Regional Banks ETF (IAT) in Q4 2025, closing a stake of 6,726 shares — an estimated $353K sold.

HRT Financial first reported a position in IAT in Q4 2020 and held it in 8 quarters. The position peaked at $1.96M in Q1 2023. 171 funds tracked by Wall St. Rank hold IAT as of Q4 2025.

HRT Financial reported no remaining iShares US Regional Banks ETF position as of Q4 2025 after selling out during the quarter.
HRT Financial sold 6,726 iShares US Regional Banks ETF shares in Q4 2025, an estimated $353K.
HRT Financial first reported a position in iShares US Regional Banks ETF in Q4 2020 and held it in 8 quarters.
HRT Financial's iShares US Regional Banks ETF position peaked at $1.96M in Q1 2023.
171 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2025.

Based on HRT Financial's 13F filing for Q4 2025, filed 12 Feb 2026.