AWM
IAT icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return