Wealth Enhancement Advisory Services’s iShares US Regional Banks ETF IAT Stock Holding History

Wealth Enhancement Advisory Services’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 Q2	$1.3M	Buy	20,460 +1,465	+8%	+$85.1K	﹤0.01%	1883
2026 Q1	$1.04M	Sell	18,995 -7,647	-29%	-$434K	﹤0.01%	1771
2025 Q4	$1.54M	Sell	26,642 -21	-0.1%	-$1.09K	﹤0.01%	1677
2025 Q3	$1.38M	Buy	26,663 +1,043	+4%	+$54.4K	﹤0.01%	1661
2025 Q2	$1.34M	Sell	25,620 -6,275	-20%	-$286K	﹤0.01%	1574
2025 Q1	$1.49M	Sell	31,895 -929	-3%	-$46.6K	﹤0.01%	1397
2024 Q4	$1.65M	Sell	32,824 -3,255	-9%	-$168K	﹤0.01%	1273
2024 Q3	$1.72M	Sell	36,079 -1,424	-4%	-$65.5K	﹤0.01%	1134
2024 Q2	$1.55M	Sell	37,503 -1,044	-3%	-$43.2K	﹤0.01%	1093
2024 Q1	$1.67M	Sell	38,547 -342	-0.9%	-$14K	﹤0.01%	1015
2023 Q4	$1.63M	Sell	38,889 -8,031	-17%	-$288K	﹤0.01%	972
2023 Q3	$1.58M	Buy	+46,920	New	+$1.69M	0.01%	940

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's IAT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares US Regional Banks ETF (IAT) stake by 7.7% in Q2 2026, buying an estimated $85.1K and bringing the position to 20,460 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Wealth Enhancement Advisory Services first reported a position in IAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.72M in Q3 2024. 172 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Wealth Enhancement Advisory Services held 20,460 shares of iShares US Regional Banks ETF worth $1.3M as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,465 iShares US Regional Banks ETF shares in Q2 2026, an estimated $85.1K.
iShares US Regional Banks ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1883 holding.
Wealth Enhancement Advisory Services first reported a position in iShares US Regional Banks ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's iShares US Regional Banks ETF position peaked at $1.72M in Q3 2024.
172 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.