Laird Norton Wetherby Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

Laird Norton Wetherby Wealth Management’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 Q3	$315K	Buy	+6,000	New	+$313K	0.01%	737

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

GHA

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

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

Laird Norton Wetherby Wealth Management's IAT Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management opened a new position in iShares US Regional Banks ETF (IAT) in Q3 2025: 6,000 shares worth $315K. The stake represents 0.01% of the portfolio and ranks #737 among its holdings.

165 funds tracked by Wall St. Rank hold IAT as of Q3 2025.

Laird Norton Wetherby Wealth Management held 6,000 shares of iShares US Regional Banks ETF worth $315K as of Q3 2025.
iShares US Regional Banks ETF was a new Laird Norton Wetherby Wealth Management position in Q3 2025.
iShares US Regional Banks ETF made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #737 holding.
165 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.