Atlantic Edge Private Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

Atlantic Edge Private 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	-95	Closed	-$4.43K	–	518
2025 Q1	$4.43K	Hold	95	–	–	﹤0.01%	418
2024 Q4	$4.79K	Hold	95	–	–	﹤0.01%	393
2024 Q3	$4.52K	Hold	95	–	–	﹤0.01%	408
2024 Q2	$3.94K	Hold	95	–	–	﹤0.01%	392
2024 Q1	$4.12K	Hold	95	–	–	﹤0.01%	401
2023 Q4	$3.98K	Buy	+95	New	+$3.41K	﹤0.01%	385

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

Atlantic Edge Private Wealth Management's IAT Position: Q2 2025 in Review

Atlantic Edge Private Wealth Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2025, closing a stake of 95 shares — an estimated $4.43K sold.

Atlantic Edge Private Wealth Management first reported a position in IAT in Q4 2023 and held it in 6 quarters. The position peaked at $4.79K in Q4 2024. 166 funds tracked by Wall St. Rank hold IAT as of Q2 2025.

Atlantic Edge Private Wealth Management reported no remaining iShares US Regional Banks ETF position as of Q2 2025 after selling out during the quarter.
Atlantic Edge Private Wealth Management sold 95 iShares US Regional Banks ETF shares in Q2 2025, an estimated $4.43K.
Atlantic Edge Private Wealth Management first reported a position in iShares US Regional Banks ETF in Q4 2023 and held it in 6 quarters.
Atlantic Edge Private Wealth Management's iShares US Regional Banks ETF position peaked at $4.79K in Q4 2024.
166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.