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

AMJ Financial 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 Q2	–	Sell	-6,977	Closed	-$325K	–	92
2025 Q1	$325K	Sell	6,977 -8,841	-56%	-$443K	0.1%	73
2024 Q4	$797K	Buy	15,818 +3,870	+32%	+$200K	0.22%	58
2024 Q3	$568K	Buy	+11,948	New	+$550K	0.16%	63

Other funds holding IAT

EPFB

Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AMJ Financial Wealth Management's IAT Position: Q2 2025 in Review

AMJ Financial Wealth Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2025, closing a stake of 6,977 shares — an estimated $325K sold.

AMJ Financial Wealth Management first reported a position in IAT in Q3 2024 and held it in 3 quarters. The position peaked at $797K in Q4 2024. 166 funds tracked by Wall St. Rank hold IAT as of Q2 2025.

AMJ Financial Wealth Management reported no remaining iShares US Regional Banks ETF position as of Q2 2025 after selling out during the quarter.
AMJ Financial Wealth Management sold 6,977 iShares US Regional Banks ETF shares in Q2 2025, an estimated $325K.
AMJ Financial Wealth Management first reported a position in iShares US Regional Banks ETF in Q3 2024 and held it in 3 quarters.
AMJ Financial Wealth Management's iShares US Regional Banks ETF position peaked at $797K in Q4 2024.
166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.