HNWAG
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High Net Worth Advisory Group’s iShares US Regional Banks ETF IAT Stock Holding History

High Net Worth Advisory Group’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
Q1 		$492K Hold
9,140
– – 0.11% 148
2025
Q4 		$504K Buy
9,140
+2,000
+28% +$104K 0.12% 141
2025
Q3 		$375K Hold
7,140
– – 0.09% 162
2025
Q2 		$354K Hold
7,140
– – 0.09% 161
2025
Q1 		$333K Hold
7,140
– – 0.09% 156
2024
Q4 		$360K Hold
7,140
– – 0.1% 152
2024
Q3 		$339K Hold
7,140
– – 0.09% 156
2024
Q2 		$296K Hold
7,140
– – 0.09% 163
2024
Q1 		$310K Hold
7,140
– – 0.1% 161
2023
Q4 		$299K Buy
7,140
+140
+2% +$5.02K 0.11% 143
2023
Q3 		$235K Buy
7,000
+1,000
+17% +$36K 0.09% 164
2023
Q2 		$203K Buy
+6,000
New +$202K 0.08% 193

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return