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Kestra Private Wealth Services’s iShares US Regional Banks ETF IAT Stock Holding History

Kestra Private Wealth Services’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
Q4 		– Sell
-6,411
Closed -$337K – 1761
2025
Q3 		$337K Buy
6,411
+110
+2% +$5.73K ﹤0.01% 1305
2025
Q2 		$312K Sell
6,301
-1,132
-15% -$51.5K ﹤0.01% 1262
2025
Q1 		$347K Buy
+7,433
New +$373K 0.01% 1133
2022
Q2 		– Sell
-5,258
Closed -$310K – 964
2022
Q1 		$310K Buy
5,258
+67
+1% +$4.25K 0.02% 738
2021
Q4 		$321K Sell
5,191
-1,214
-19% -$76.7K 0.02% 742
2021
Q3 		$388K Buy
+6,405
New +$369K 0.02% 614

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JP Morgan Chase
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Morgan Stanley
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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
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return