PWMG
IAT icon

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
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