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

IFP 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
Q1 		– Sell
-322
Closed -$16.2K – 4469
2024
Q4 		$16.2K Sell
322
-633
-66% -$32.7K ﹤0.01% 2342
2024
Q3 		$45.4K Buy
955
+200
+26% +$9.21K ﹤0.01% 1777
2024
Q2 		$31.3K Buy
755
+20
+3% +$827 ﹤0.01% 1877
2024
Q1 		$31.9K Hold
735
– – ﹤0.01% 1761
2023
Q4 		$30.8K Sell
735
-275
-27% -$9.87K ﹤0.01% 1748
2023
Q3 		$33.9K Buy
1,010
+300
+42% +$10.8K ﹤0.01% 1726
2023
Q2 		$24K Buy
710
+252
+55% +$8.47K ﹤0.01% 1922
2023
Q1 		$23.6K Sell
458
-8,472
-95% -$396K ﹤0.01% 1944
2022
Q4 		$461K Sell
8,930
-1,459
-14% -$71.6K 0.01% 928
2022
Q3 		$538K Sell
10,389
-462
-4% -$24K 0.01% 899
2022
Q2 		$561K Hold
10,851
– – 0.02% 793
2022
Q1 		$561K Buy
10,851
+9,432
+665% +$598K 0.02% 793
2021
Q4 		$88K Sell
1,419
-376
-21% -$23.8K ﹤0.01% 1316
2021
Q3 		$108K Buy
1,795
+1
+0.1% +$58 ﹤0.01% 1251
2021
Q2 		$103K Buy
1,794
+164
+10% +$9.73K ﹤0.01% 1226
2021
Q1 		$93K Buy
1,630
+1
+0.1% +$53 ﹤0.01% 1200
2020
Q4 		$74K Buy
1,629
+2
+0.1% +$81 ﹤0.01% 1279
2020
Q3 		$53K Buy
1,627
+3
+0.2% +$101 ﹤0.01% 1265
2020
Q2 		$53K Buy
1,624
+5
+0.3% +$163 ﹤0.01% 1194
2020
Q1 		$49K Sell
1,619
-200
-11% -$8.56K ﹤0.01% 1127
2019
Q4 		$92K Buy
1,819
+4
+0.2% +$195 0.01% 985
2019
Q3 		$85K Buy
+1,815
New +$82.6K 0.01% 1142
2019
Q1 		$36K Sell
837
-3,969
-83% -$179K ﹤0.01% 1105
2018
Q4 		$190K Sell
4,806
-1,625
-25% -$73.6K 0.01% 885
2018
Q3 		$315K Sell
6,431
-1,035
-14% -$52.9K 0.01% 868
2018
Q2 		$367K Buy
7,466
+3,138
+73% +$161K 0.02% 792
2018
Q1 		$213K Hold
4,328
– – 0.01% 964
2017
Q4 		$213K Sell
4,328
-1
-0% -$48 0.01% 966
2017
Q3 		$204K Sell
4,329
-412
-9% -$18.6K 0.01% 1125
2017
Q2 		$216K Sell
4,741
-698
-13% -$31K 0.01% 1090
2017
Q1 		$244K Sell
5,439
-697
-11% -$32.2K 0.01% 1021
2016
Q4 		$278K Buy
6,136
+237
+4% +$9.59K 0.01% 891
2016
Q3 		$207K Buy
5,899
+218
+4% +$7.47K 0.01% 991
2016
Q2 		$184K Buy
5,681
+4,844
+579% +$161K 0.01% 1011
2016
Q1 		$36K Sell
837
-2,997
-78% -$93.5K ﹤0.01% 1105
2015
Q4 		$134K Buy
+3,834
New +$135K 0.01% 1018

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFP Advisors's IAT Position: Q1 2025 in Review

IFP Advisors sold out of iShares US Regional Banks ETF (IAT) in Q1 2025, closing a stake of 322 shares — an estimated $16.2K sold.

IFP Advisors first reported a position in IAT in Q4 2015 and held it in 36 quarters. The position peaked at $561K in Q2 2022. 185 funds tracked by Wall St. Rank hold IAT as of Q1 2025.

  • IFP Advisors reported no remaining iShares US Regional Banks ETF position as of Q1 2025 after selling out during the quarter.
  • IFP Advisors sold 322 iShares US Regional Banks ETF shares in Q1 2025, an estimated $16.2K.
  • IFP Advisors first reported a position in iShares US Regional Banks ETF in Q4 2015 and held it in 36 quarters.
  • IFP Advisors's iShares US Regional Banks ETF position peaked at $561K in Q2 2022.
  • 185 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.