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MinichMacGregor Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

MinichMacGregor 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
Q2 		– Sell
-146,327
Closed -$6.82M – 134
2025
Q1 		$6.82M Buy
146,327
+6,837
+5% +$343K 1.53% 26
2024
Q4 		$7.02M Buy
+139,490
New +$7.21M 1.46% 33
2023
Q1 		– Sell
-5
Closed -$238 – 325
2022
Q4 		$238 Buy
+5
New +$245 ﹤0.01% 693
2022
Q2 		– Sell
-170,987
Closed -$10.1M – 84
2022
Q1 		$10.1M Sell
170,987
-6,108
-3% -$387K 3.22% 7
2021
Q4 		$10.9M Buy
177,095
+4,318
+2% +$273K 3.33% 11
2021
Q3 		$10.5M Buy
172,777
+367
+0.2% +$21.1K 3.52% 8
2021
Q2 		$9.92M Buy
172,410
+6,724
+4% +$399K 3.48% 12
2021
Q1 		$9.39M Buy
+165,686
New +$8.77M 3.51% 11
2018
Q4 		– Sell
-119,254
Closed -$5.82M – 270
2018
Q3 		$5.82M Buy
119,254
+12,510
+12% +$640K 3.84% 10
2018
Q2 		$5.29M Buy
106,744
+4,265
+4% +$218K 3.77% 10
2018
Q1 		$5.16M Buy
102,479
+1,059
+1% +$55.3K 4.02% 8
2017
Q4 		$5M Buy
101,420
+25,822
+34% +$1.24M 3.9% 10
2017
Q3 		$3.57M Buy
75,598
+3,973
+6% +$180K 2.96% 13
2017
Q2 		$3.26M Buy
71,625
+3,309
+5% +$147K 2.83% 14
2017
Q1 		$3.06M Buy
68,316
+853
+1% +$39.4K 2.76% 14
2016
Q4 		$3.06M Buy
+67,463
New +$2.73M 2.86% 13

Other funds holding IAT

EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MinichMacGregor Wealth Management's IAT Position: Q2 2025 in Review

MinichMacGregor Wealth Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2025, closing a stake of 146,327 shares — an estimated $6.82M sold.

MinichMacGregor Wealth Management first reported a position in IAT in Q4 2016 and held it in 16 quarters. The position peaked at $10.9M in Q4 2021. 166 funds tracked by Wall St. Rank hold IAT as of Q2 2025.

  • MinichMacGregor Wealth Management reported no remaining iShares US Regional Banks ETF position as of Q2 2025 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 146,327 iShares US Regional Banks ETF shares in Q2 2025, an estimated $6.82M.
  • MinichMacGregor Wealth Management first reported a position in iShares US Regional Banks ETF in Q4 2016 and held it in 16 quarters.
  • MinichMacGregor Wealth Management's iShares US Regional Banks ETF position peaked at $10.9M in Q4 2021.
  • 166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.