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The Family Firm’s iShares US Regional Banks ETF IAT Stock Holding History

The Family Firm’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 		$1.66M Buy
33,536
+3,381
+11% +$154K 0.4% 60
2025
Q1 		$1.41M Buy
30,155
+925
+3% +$46.4K 0.31% 66
2024
Q4 		$1.47M Sell
29,230
-1,698
-5% -$87.7K 0.33% 61
2024
Q3 		$1.47M Sell
30,928
-1,017
-3% -$46.8K 0.32% 63
2024
Q2 		$1.32M Sell
31,945
-820
-3% -$33.9K 0.3% 63
2024
Q1 		$1.42M Sell
32,765
-283
-0.9% -$11.6K 0.35% 61
2023
Q4 		$1.38M Buy
33,048
+5,341
+19% +$192K 0.36% 60
2023
Q3 		$931K Sell
27,707
-3,831
-12% -$138K 0.26% 68
2023
Q2 		$1.07M Buy
31,538
+5,631
+22% +$189K 0.28% 69
2023
Q1 		$927K Buy
25,907
+7,420
+40% +$347K 0.26% 72
2022
Q4 		$881K Buy
18,487
+347
+2% +$17K 0.26% 75
2022
Q3 		$866K Sell
18,140
-1,503
-8% -$78.1K 0.28% 71
2022
Q2 		$968K Buy
19,643
+414
+2% +$22.1K 0.29% 69
2022
Q1 		$1.13M Buy
19,229
+80
+0.4% +$5.07K 0.3% 67
2021
Q4 		$1.18M Buy
19,149
+129
+0.7% +$8.15K 0.31% 65
2021
Q3 		$1.25M Sell
19,020
-623
-3% -$35.9K 0.33% 61
2021
Q2 		$1.13M Sell
19,643
-493
-2% -$29.2K 0.31% 65
2021
Q1 		$1.14M Buy
20,136
+5
+0% +$265 0.33% 58
2020
Q4 		$1M Buy
20,131
+3,166
+19% +$128K 0.3% 60
2020
Q3 		$555K Buy
16,965
+637
+4% +$21.5K 0.2% 78
2020
Q2 		$552K Buy
16,328
+4,461
+38% +$146K 0.21% 73
2020
Q1 		$343K Buy
11,867
+4,271
+56% +$183K 0.15% 94
2019
Q4 		$387K Buy
7,596
+117
+2% +$5.7K 0.13% 103
2019
Q3 		$348K Buy
7,479
+563
+8% +$25.6K 0.12% 101
2019
Q2 		$317K Sell
6,916
-387
-5% -$17.7K 0.11% 110
2019
Q1 		$317K Buy
7,303
+1,646
+29% +$74.3K 0.12% 109
2018
Q4 		$225K Buy
+5,657
New +$256K 0.09% 123

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

The Family Firm's IAT Position: Q2 2025 in Review

The Family Firm increased its iShares US Regional Banks ETF (IAT) stake by 11% in Q2 2025, buying an estimated $154K and bringing the position to 33,536 shares worth $1.66M. The position accounts for 0.4% of the portfolio, ranked #60.

The Family Firm first reported a position in IAT in Q4 2018 and has held it in 27 quarters since. 166 funds tracked by Wall St. Rank hold IAT as of Q2 2025.

  • The Family Firm held 33,536 shares of iShares US Regional Banks ETF worth $1.66M as of Q2 2025.
  • The Family Firm bought 3,381 iShares US Regional Banks ETF shares in Q2 2025, an estimated $154K.
  • iShares US Regional Banks ETF made up 0.4% of The Family Firm's portfolio in Q2 2025, its #60 holding.
  • The Family Firm first reported a position in iShares US Regional Banks ETF in Q4 2018 and has held it in 27 quarters since.
  • 166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.