1WM
IAT icon

1858 Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

1858 Wealth 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
Q1 		– Sell
-19,975
Closed -$1.01M – 124
2024
Q4 		$1.01M Buy
+19,975
New +$1.03M 0.8% 36

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

1858 Wealth Management's IAT Position: Q1 2025 in Review

1858 Wealth Management sold out of iShares US Regional Banks ETF (IAT) in Q1 2025, closing a stake of 19,975 shares — an estimated $1.01M sold.

1858 Wealth Management first reported a position in IAT in Q4 2024 and held it in 1 quarter. The position peaked at $1.01M in Q4 2024. 185 funds tracked by Wall St. Rank hold IAT as of Q1 2025.

  • 1858 Wealth Management reported no remaining iShares US Regional Banks ETF position as of Q1 2025 after selling out during the quarter.
  • 1858 Wealth Management sold 19,975 iShares US Regional Banks ETF shares in Q1 2025, an estimated $1.01M.
  • 1858 Wealth Management first reported a position in iShares US Regional Banks ETF in Q4 2024 and held it in 1 quarter.
  • 1858 Wealth Management's iShares US Regional Banks ETF position peaked at $1.01M in Q4 2024.
  • 185 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2025.

Based on 1858 Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.