Prestige Wealth Management Group’s iShares US Regional Banks ETF IAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$316 Sell
2025
Q2
$793 Hold
2025
Q1
$747 Hold
2024
Q4
$806 Hold
2024
Q3
$761 Hold
2024
Q2
$664 Hold
2024
Q1
$695 Hold
2023
Q4
$670 Hold
2023
Q3
$546 Hold
2023
Q2
$542 Hold
2023
Q1
$573 Buy