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

Norris Financial Group’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	-48,514	Closed	-$2.44M	–	92
2024 Q4	$2.44M	Buy	+48,514	New	+$2.51M	1.15%	24
2022 Q2	–	Sell	-10,615	Closed	-$625K	–	77
2022 Q1	$625K	Buy	10,615 +2,334	+28%	+$148K	0.38%	50
2021 Q4	$511K	Sell	8,281 -6,558	-44%	-$415K	0.31%	55
2021 Q3	$899K	Sell	14,839 -70,464	-83%	-$4.05M	0.59%	39
2021 Q2	$4.91M	Buy	85,303 +8,197	+11%	+$486K	3.31%	8
2021 Q1	$4.37M	Buy	+77,106	New	+$4.08M	3.21%	9
2020 Q1	–	Sell	-14,369	Closed	-$732K	–	67
2019 Q4	$732K	Buy	+14,369	New	+$700K	0.68%	35

Other funds holding IAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EPFB

Employees Provident Fund Board Shah Alam, Malaysia $17.4B AUM 49.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Norris Financial Group's IAT Position: Q1 2025 in Review

Norris Financial Group sold out of iShares US Regional Banks ETF (IAT) in Q1 2025, closing a stake of 48,514 shares — an estimated $2.44M sold.

Norris Financial Group first reported a position in IAT in Q4 2019 and held it in 7 quarters. The position peaked at $4.91M in Q2 2021. 185 funds tracked by Wall St. Rank hold IAT as of Q1 2025.

Norris Financial Group reported no remaining iShares US Regional Banks ETF position as of Q1 2025 after selling out during the quarter.
Norris Financial Group sold 48,514 iShares US Regional Banks ETF shares in Q1 2025, an estimated $2.44M.
Norris Financial Group first reported a position in iShares US Regional Banks ETF in Q4 2019 and held it in 7 quarters.
Norris Financial Group's iShares US Regional Banks ETF position peaked at $4.91M in Q2 2021.
185 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2025.

Based on Norris Financial Group's 13F filing for Q1 2025, filed 20 May 2026.