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Pension & Wealth Management Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Pension & Wealth Management Advisors’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
2023
Q3 		– Sell
-12,244
Closed -$414K – 277
2023
Q2 		$414K Buy
+12,244
New +$411K 0.31% 43

Other funds holding IAT

RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Pension & Wealth Management Advisors's IAT Position: Q3 2023 in Review

Pension & Wealth Management Advisors sold out of iShares US Regional Banks ETF (IAT) in Q3 2023, closing a stake of 12,244 shares — an estimated $414K sold.

Pension & Wealth Management Advisors first reported a position in IAT in Q2 2023 and held it in 1 quarter. The position peaked at $414K in Q2 2023. 158 funds tracked by Wall St. Rank hold IAT as of Q3 2023.

  • Pension & Wealth Management Advisors reported no remaining iShares US Regional Banks ETF position as of Q3 2023 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 12,244 iShares US Regional Banks ETF shares in Q3 2023, an estimated $414K.
  • Pension & Wealth Management Advisors first reported a position in iShares US Regional Banks ETF in Q2 2023 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's iShares US Regional Banks ETF position peaked at $414K in Q2 2023.
  • 158 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2023.

Based on Pension & Wealth Management Advisors's 13F filing for Q3 2023, filed 7 Aug 2026.