SWC
IAT icon

Spectrum Wealth Counsel’s iShares US Regional Banks ETF IAT Stock Holding History

Spectrum Wealth Counsel’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 		$551K Sell
11,809
-54,540
-82% -$2.74M 0.07% 81
2024
Q4 		$3.34M Buy
66,349
+694
+1% +$35.9K 0.39% 57
2024
Q3 		$3.12M Buy
+65,655
New +$3.02M 0.37% 57
2024
Q1 		– Sell
-4,358
Closed -$182K – 381
2023
Q4 		$182K Buy
+4,358
New +$156K 0.03% 134

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Spectrum Wealth Counsel's IAT Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its iShares US Regional Banks ETF (IAT) stake by 82% in Q1 2025, selling an estimated $2.74M and leaving 11,809 shares worth $551K. The position accounts for 0.07% of the portfolio, ranked #81.

Spectrum Wealth Counsel first reported a position in IAT in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.34M in Q4 2024. 185 funds tracked by Wall St. Rank hold IAT as of Q1 2025.

  • Spectrum Wealth Counsel held 11,809 shares of iShares US Regional Banks ETF worth $551K as of Q1 2025.
  • Spectrum Wealth Counsel sold 54,540 iShares US Regional Banks ETF shares in Q1 2025, an estimated $2.74M.
  • iShares US Regional Banks ETF made up 0.07% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #81 holding.
  • Spectrum Wealth Counsel first reported a position in iShares US Regional Banks ETF in Q4 2023 and has held it in 4 quarters since.
  • Spectrum Wealth Counsel's iShares US Regional Banks ETF position peaked at $3.34M in Q4 2024.
  • 185 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.