WCM
IAT icon

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

Winthrop 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
-95
Closed -$5K – 377
2025
Q3 		$5K Hold
95
– – ﹤0.01% 236
2025
Q2 		$5K Hold
95
– – ﹤0.01% 242
2025
Q1 		$4K Sell
95
-153
-62% -$7.67K ﹤0.01% 226
2024
Q4 		$12K Buy
+248
New +$12.8K ﹤0.01% 217
2024
Q1 		– Sell
-4,271
Closed -$179K – 200
2023
Q4 		$179K Buy
+4,271
New +$153K 0.06% 123

Other funds holding IAT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Winthrop Capital Management sold out of iShares US Regional Banks ETF (IAT) in Q4 2025, closing a stake of 95 shares — an estimated $5K sold.

Winthrop Capital Management first reported a position in IAT in Q4 2023 and held it in 5 quarters. The position peaked at $179K in Q4 2023. 174 funds tracked by Wall St. Rank hold IAT as of Q4 2025.

  • Winthrop Capital Management reported no remaining iShares US Regional Banks ETF position as of Q4 2025 after selling out during the quarter.
  • Winthrop Capital Management sold 95 iShares US Regional Banks ETF shares in Q4 2025, an estimated $5K.
  • Winthrop Capital Management first reported a position in iShares US Regional Banks ETF in Q4 2023 and held it in 5 quarters.
  • Winthrop Capital Management's iShares US Regional Banks ETF position peaked at $179K in Q4 2023.
  • 174 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2025.

Based on Winthrop Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.