SOL Capital Management’s iShares US Regional Banks ETF IAT Stock Holding History

SOL Capital 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 Q4	–	Sell	-5,000	Closed	-$263K	–	310
2025 Q3	$263K	Hold	5,000	–	–	0.02%	279
2025 Q2	$248K	Hold	5,000	–	–	0.02%	282
2025 Q1	$233K	Hold	5,000	–	–	0.03%	284
2024 Q4	$252K	Hold	5,000	–	–	0.03%	279
2024 Q3	$238K	Hold	5,000	–	–	0.03%	285
2024 Q2	$207K	Sell	5,000 -700	-12%	-$29K	0.02%	291
2024 Q1	$247K	Hold	5,700	–	–	0.03%	279
2023 Q4	$238K	Buy	+5,700	New	+$205K	0.03%	274

Other funds holding IAT

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SOL Capital Management's IAT Position: Q4 2025 in Review

SOL Capital Management sold out of iShares US Regional Banks ETF (IAT) in Q4 2025, closing a stake of 5,000 shares — an estimated $263K sold.

SOL Capital Management first reported a position in IAT in Q4 2023 and held it in 8 quarters. The position peaked at $263K in Q3 2025. 174 funds tracked by Wall St. Rank hold IAT as of Q4 2025.

SOL Capital Management reported no remaining iShares US Regional Banks ETF position as of Q4 2025 after selling out during the quarter.
SOL Capital Management sold 5,000 iShares US Regional Banks ETF shares in Q4 2025, an estimated $263K.
SOL Capital Management first reported a position in iShares US Regional Banks ETF in Q4 2023 and held it in 8 quarters.
SOL Capital Management's iShares US Regional Banks ETF position peaked at $263K in Q3 2025.
174 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2025.

Based on SOL Capital Management's 13F filing for Q4 2025, filed 30 Jan 2026.