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

AE 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
2026 Q2	$12.1K	Hold	195	–	–	﹤0.01%	2350
2026 Q1	$10.5K	Sell	195 -237	-55%	-$13.4K	﹤0.01%	2270
2025 Q4	$23.8K	Buy	+432	New	+$22.4K	﹤0.01%	2000
2022 Q2	–	Sell	-22,242	Closed	-$1.31M	–	1772
2022 Q1	$1.31M	Sell	22,242 -12,229	-35%	-$775K	0.01%	833
2021 Q4	$2.13M	Buy	34,471 +740	+2%	+$46.8K	0.01%	682
2021 Q3	$2.04M	Sell	33,731 -86	-0.3%	-$4.95K	0.02%	643
2021 Q2	$1.95M	Buy	33,817 +5,087	+18%	+$302K	0.02%	649
2021 Q1	$1.63M	Sell	28,730 -1,664	-5%	-$88.1K	0.02%	623
2020 Q4	$1.38M	Buy	+30,394	New	+$1.23M	0.02%	604
2020 Q3	–	Sell	-27,795	Closed	-$940K	–	1317
2020 Q2	$940K	Buy	+27,795	New	+$907K	0.01%	648

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

AE Wealth Management's IAT Position: Q2 2026 in Review

AE Wealth Management held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 195 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2350.

AE Wealth Management first reported a position in IAT in Q2 2020 and has held it in 10 quarters since. The position peaked at $2.13M in Q4 2021. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

AE Wealth Management held 195 shares of iShares US Regional Banks ETF worth $12.1K as of Q2 2026.
AE Wealth Management left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2350 holding.
AE Wealth Management first reported a position in iShares US Regional Banks ETF in Q2 2020 and has held it in 10 quarters since.
AE Wealth Management's iShares US Regional Banks ETF position peaked at $2.13M in Q4 2021.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.