Wealth Enhancement Advisory Services
IAT icon

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
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

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