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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares US Regional Banks ETF IAT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2023
Q3 		– Sell
-12,244
Closed -$414K – 277
2023
Q2 		$414K Buy
+12,244
New +$411K 0.31% 43

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PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IAT Position: Q3 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares US Regional Banks ETF (IAT) in Q3 2023, closing a stake of 12,244 shares — an estimated $414K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IAT in Q2 2023 and held it in 1 quarter. The position peaked at $414K in Q2 2023. 158 funds tracked by Wall St. Rank hold IAT as of Q3 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares US Regional Banks ETF position as of Q3 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 12,244 iShares US Regional Banks ETF shares in Q3 2023, an estimated $414K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares US Regional Banks ETF in Q2 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares US Regional Banks ETF position peaked at $414K in Q2 2023.
  • 158 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2023, filed 7 Aug 2026.