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 Q2	$3.67K	Hold	59	–	–	﹤0.01%	619
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 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

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

Angeles Wealth Management held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 59 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Angeles Wealth Management first reported a position in IAT in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.04K in Q4 2024. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Angeles Wealth Management held 59 shares of iShares US Regional Banks ETF worth $3.67K as of Q2 2026.
Angeles 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 Angeles Wealth Management's portfolio in Q2 2026, its #619 holding.
Angeles Wealth Management first reported a position in iShares US Regional Banks ETF in Q1 2023 and has held it in 14 quarters since.
Angeles Wealth Management's iShares US Regional Banks ETF position peaked at $5.04K in Q4 2024.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.