Heritage Wealth Management (Ohio)’s iShares US Regional Banks ETF IAT Stock Holding History

Heritage Wealth Management (Ohio)’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	$884K	Hold
2025 Q1	$832K	Hold
2024 Q4	$899K	Hold
2024 Q3	$849K	Hold
2024 Q2	$728K	Buy