AWM
IAT icon

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

Angeles 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 		$3.18K Hold
59
– – ﹤0.01% 515
2025
Q4 		$3.25K Hold
59
– – ﹤0.01% 462
2025
Q3 		$3.1K Hold
59
– – ﹤0.01% 406
2025
Q2 		$2.92K Sell
59
-41
-41% -$1.87K ﹤0.01% 424
2025
Q1 		$4.66K Hold
100
– – ﹤0.01% 365
2024
Q4 		$5.04K Hold
100
– – ﹤0.01% 367
2024
Q3 		$4.75K Hold
100
– – ﹤0.01% 324
2024
Q2 		$4.15K Hold
100
– – ﹤0.01% 299
2024
Q1 		$4.34K Hold
100
– – ﹤0.01% 285
2023
Q4 		$4.18K Hold
100
– – ﹤0.01% 252
2023
Q3 		$3.36K Hold
100
– – ﹤0.01% 223
2023
Q2 		$3.38K Hold
100
– – ﹤0.01% 216
2023
Q1 		$3.58K Buy
+100
New +$4.67K ﹤0.01% 205

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