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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$793 Hold
16
﹤0.01% 880
2025
Q1
$747 Hold
16
﹤0.01% 889
2024
Q4
$806 Hold
16
﹤0.01% 915
2024
Q3
$761 Hold
16
﹤0.01% 917
2024
Q2
$664 Hold
16
﹤0.01% 892
2024
Q1
$695 Hold
16
﹤0.01% 915
2023
Q4
$670 Hold
16
﹤0.01% 907
2023
Q3
$546 Hold
16
﹤0.01% 950
2023
Q2
$542 Hold
16
﹤0.01% 973
2023
Q1
$573 Buy
+16
New +$573 ﹤0.01% 957