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

HighMark Wealth Management’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.91K Hold
200
– – ﹤0.01% 313
2025
Q1 		$9.33K Hold
200
– – 0.01% 297
2024
Q4 		$10.1K Hold
200
– – 0.01% 286
2024
Q3 		$9.51K Hold
200
– – 0.01% 309
2024
Q2 		$8.29K Buy
+200
New +$8.29K 0.01% 318