Thurston Springer Miller Herd & Titak’s iShares US Regional Banks ETF IAT Stock Holding History

Thurston Springer Miller Herd & Titak’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 Q3	–	Sell	-334	Closed	-$16.6K	–	922
2025 Q2	$16.6K	Buy	334 +228	+215%	+$10.4K	﹤0.01%	1004
2025 Q1	$4.96K	Hold	106	–	–	﹤0.01%	1276
2024 Q4	$5.35K	Hold	106	–	–	﹤0.01%	1004
2024 Q3	$5.05K	Hold	106	–	–	﹤0.01%	1190
2024 Q2	$4.41K	Buy	+106	New	+$4.38K	﹤0.01%	1199

Other funds holding IAT

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

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

Thurston Springer Miller Herd & Titak's IAT Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of iShares US Regional Banks ETF (IAT) in Q3 2025, closing a stake of 334 shares — an estimated $16.6K sold.

Thurston Springer Miller Herd & Titak first reported a position in IAT in Q2 2024 and held it in 5 quarters. The position peaked at $16.6K in Q2 2025. 165 funds tracked by Wall St. Rank hold IAT as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining iShares US Regional Banks ETF position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 334 iShares US Regional Banks ETF shares in Q3 2025, an estimated $16.6K.
Thurston Springer Miller Herd & Titak first reported a position in iShares US Regional Banks ETF in Q2 2024 and held it in 5 quarters.
Thurston Springer Miller Herd & Titak's iShares US Regional Banks ETF position peaked at $16.6K in Q2 2025.
165 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.