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One Capital Management’s iShares US Regional Banks ETF IAT Stock Holding History

One Capital Management’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 		– Sell
-4,538
Closed -$250K – 540
2025
Q4 		$250K Sell
4,538
-1,218
-21% -$63.3K 0.01% 471
2025
Q3 		$302K Sell
5,756
-48
-0.8% -$2.5K 0.01% 419
2025
Q2 		$288K Buy
5,804
+828
+17% +$37.7K 0.01% 417
2025
Q1 		$232K Hold
4,976
– – 0.01% 375
2024
Q4 		$251K Sell
4,976
-640
-11% -$33.1K 0.01% 330
2024
Q3 		$267K Sell
5,616
-585
-9% -$26.9K 0.01% 329
2024
Q2 		$257K Buy
6,201
+1,125
+22% +$46.5K 0.01% 340
2024
Q1 		$220K Buy
5,076
+135
+3% +$5.54K 0.01% 285
2023
Q4 		$207K Buy
+4,941
New +$177K 0.01% 278

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