WWM
IAT icon

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

Western Wealth Management’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
Q2 		– Sell
-4,456
Closed -$208K – 735
2025
Q1 		$208K Sell
4,456
-350
-7% -$17.6K 0.01% 644
2024
Q4 		$242K Sell
4,806
-35
-0.7% -$1.81K 0.02% 584
2024
Q3 		$230K Sell
4,841
-400
-8% -$18.4K 0.01% 678
2024
Q2 		$217K Sell
5,241
-200
-4% -$8.27K 0.02% 607
2024
Q1 		$236K Sell
5,441
-580
-10% -$23.8K 0.02% 579
2023
Q4 		$252K Buy
+6,021
New +$216K 0.02% 599
2023
Q3 		– Sell
-5,921
Closed -$200K – 665
2023
Q2 		$200K Sell
5,921
-1,125
-16% -$37.8K 0.02% 612
2023
Q1 		$252K Buy
7,046
+20
+0.3% +$935 0.02% 541
2022
Q4 		$335K Sell
7,026
-20,040
-74% -$984K 0.03% 437
2022
Q3 		$1.29M Buy
27,066
+44
+0.2% +$2.29K 0.07% 254
2022
Q2 		$1.33M Hold
27,022
– – 0.08% 251
2022
Q1 		$1.59M Buy
+27,022
New +$1.71M 0.08% 239

Other funds holding IAT

EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Western Wealth Management's IAT Position: Q2 2025 in Review

Western Wealth Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2025, closing a stake of 4,456 shares — an estimated $208K sold.

Western Wealth Management first reported a position in IAT in Q1 2022 and held it in 12 quarters. The position peaked at $1.59M in Q1 2022. 166 funds tracked by Wall St. Rank hold IAT as of Q2 2025.

  • Western Wealth Management reported no remaining iShares US Regional Banks ETF position as of Q2 2025 after selling out during the quarter.
  • Western Wealth Management sold 4,456 iShares US Regional Banks ETF shares in Q2 2025, an estimated $208K.
  • Western Wealth Management first reported a position in iShares US Regional Banks ETF in Q1 2022 and held it in 12 quarters.
  • Western Wealth Management's iShares US Regional Banks ETF position peaked at $1.59M in Q1 2022.
  • 166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2025.

Based on Western Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.