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

Apollon 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	$241K	Buy	+3,880	New	+$225K	﹤0.01%	1396
2024 Q1	–	Sell	-10,002	Closed	-$418K	–	1134
2023 Q4	$418K	Buy	+10,002	New	+$359K	0.01%	721

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

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

Apollon Wealth Management opened a new position in iShares US Regional Banks ETF (IAT) in Q2 2026: 3,880 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #1396 among its holdings. This is a return to the name: Apollon Wealth Management previously reported a position in IAT as recently as Q4 2023.

Apollon Wealth Management first reported a position in IAT in Q4 2023 and has held it in 2 quarters since. The position peaked at $418K in Q4 2023. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Apollon Wealth Management held 3,880 shares of iShares US Regional Banks ETF worth $241K as of Q2 2026.
iShares US Regional Banks ETF was a new Apollon Wealth Management position in Q2 2026.
iShares US Regional Banks ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1396 holding.
Apollon Wealth Management first reported a position in iShares US Regional Banks ETF in Q4 2023 and has held it in 2 quarters since.
Apollon Wealth Management's iShares US Regional Banks ETF position peaked at $418K in Q4 2023.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.