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Principal Securities’s iShares US Regional Banks ETF IAT Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,369
Closed -$71.9K – 2342
2025
Q3 		$71.9K Buy
1,369
+75
+6% +$3.91K ﹤0.01% 1767
2025
Q2 		$64.1K Buy
1,294
+74
+6% +$3.37K ﹤0.01% 1754
2025
Q1 		$61.4K Hold
1,220
– – ﹤0.01% 1668
2024
Q4 		$61.4K Sell
1,220
-17
-1% -$878 ﹤0.01% 1665
2024
Q3 		$58.8K Sell
1,237
-350
-22% -$16.1K ﹤0.01% 1613
2024
Q2 		$65.8K Sell
1,587
-42
-3% -$1.74K ﹤0.01% 1486
2024
Q1 		$70.7K Buy
1,629
+48
+3% +$1.97K ﹤0.01% 1411
2023
Q4 		$66.1K Buy
+1,581
New +$56.7K ﹤0.01% 1357

Other funds holding IAT

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return