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Wealthspire Advisors (New York)’s iShares US Regional Banks ETF IAT Stock Holding History

Wealthspire Advisors (New York)’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
-150
Closed -$7.88K – 1882
2025
Q3 		$7.88K Buy
+150
New +$7.82K ﹤0.01% 2136

Other funds holding IAT

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s IAT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares US Regional Banks ETF (IAT) in Q4 2025, closing a stake of 150 shares — an estimated $7.88K sold.

Wealthspire Advisors (New York) first reported a position in IAT in Q3 2025 and held it in 1 quarter. The position peaked at $7.88K in Q3 2025. 171 funds tracked by Wall St. Rank hold IAT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares US Regional Banks ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 150 iShares US Regional Banks ETF shares in Q4 2025, an estimated $7.88K.
  • Wealthspire Advisors (New York) first reported a position in iShares US Regional Banks ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares US Regional Banks ETF position peaked at $7.88K in Q3 2025.
  • 171 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.