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

Prospera Financial Services’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	-182,742	Closed	-$8.52M	–	1332
2025 Q1	$8.52M	Buy	182,742 +31,141	+21%	+$1.56M	0.2%	118
2024 Q4	$7.63M	Buy	+151,601	New	+$7.83M	0.18%	129
2022 Q2	–	Sell	-1,334	Closed	-$79K	–	2070
2022 Q1	$79K	Buy	+1,334	New	+$84.5K	﹤0.01%	1191

Other funds holding IAT

EPFB

Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prospera Financial Services's IAT Position: Q2 2025 in Review

Prospera Financial Services sold out of iShares US Regional Banks ETF (IAT) in Q2 2025, closing a stake of 182,742 shares — an estimated $8.52M sold.

Prospera Financial Services first reported a position in IAT in Q1 2022 and held it in 3 quarters. The position peaked at $8.52M in Q1 2025. 166 funds tracked by Wall St. Rank hold IAT as of Q2 2025.

Prospera Financial Services reported no remaining iShares US Regional Banks ETF position as of Q2 2025 after selling out during the quarter.
Prospera Financial Services sold 182,742 iShares US Regional Banks ETF shares in Q2 2025, an estimated $8.52M.
Prospera Financial Services first reported a position in iShares US Regional Banks ETF in Q1 2022 and held it in 3 quarters.
Prospera Financial Services's iShares US Regional Banks ETF position peaked at $8.52M in Q1 2025.
166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2025.

Based on Prospera Financial Services's 13F filing for Q2 2025, filed 6 Aug 2025.