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

Prestige Wealth Management Group’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	-6	Closed	-$331	–	1145
2025 Q4	$331	Hold	6	–	–	﹤0.01%	976
2025 Q3	$316	Sell	6 -10	-63%	-$521	﹤0.01%	964
2025 Q2	$793	Hold	16	–	–	﹤0.01%	882
2025 Q1	$747	Hold	16	–	–	﹤0.01%	891
2024 Q4	$806	Hold	16	–	–	﹤0.01%	916
2024 Q3	$761	Hold	16	–	–	﹤0.01%	919
2024 Q2	$664	Hold	16	–	–	﹤0.01%	895
2024 Q1	$695	Hold	16	–	–	﹤0.01%	917
2023 Q4	$670	Hold	16	–	–	﹤0.01%	910
2023 Q3	$546	Hold	16	–	–	﹤0.01%	955
2023 Q2	$542	Hold	16	–	–	﹤0.01%	977
2023 Q1	$573	Buy	+16	New	+$748	﹤0.01%	959

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

Prestige Wealth Management Group's IAT Position: Q1 2026 in Review

Prestige Wealth Management Group sold out of iShares US Regional Banks ETF (IAT) in Q1 2026, closing a stake of 6 shares — an estimated $331 sold.

Prestige Wealth Management Group first reported a position in IAT in Q1 2023 and held it in 12 quarters. The position peaked at $806 in Q4 2024. 168 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

Prestige Wealth Management Group reported no remaining iShares US Regional Banks ETF position as of Q1 2026 after selling out during the quarter.
Prestige Wealth Management Group sold 6 iShares US Regional Banks ETF shares in Q1 2026, an estimated $331.
Prestige Wealth Management Group first reported a position in iShares US Regional Banks ETF in Q1 2023 and held it in 12 quarters.
Prestige Wealth Management Group's iShares US Regional Banks ETF position peaked at $806 in Q4 2024.
168 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.