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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

One Capital Management's IAT Position: Q1 2026 in Review

One Capital Management sold out of iShares US Regional Banks ETF (IAT) in Q1 2026, closing a stake of 4,538 shares — an estimated $250K sold.

One Capital Management first reported a position in IAT in Q4 2023 and held it in 9 quarters. The position peaked at $302K in Q3 2025. 166 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

One Capital Management reported no remaining iShares US Regional Banks ETF position as of Q1 2026 after selling out during the quarter.
One Capital Management sold 4,538 iShares US Regional Banks ETF shares in Q1 2026, an estimated $250K.
One Capital Management first reported a position in iShares US Regional Banks ETF in Q4 2023 and held it in 9 quarters.
One Capital Management's iShares US Regional Banks ETF position peaked at $302K in Q3 2025.
166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.