Aft Forsyth & Sober’s iShares US Regional Banks ETF IAT Stock Holding History

Aft Forsyth & Sober’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
2023 Q4	–	Sell	-40,000	Closed	-$1.34M	–	83
2023 Q3	$1.34M	Hold	40,000	–	–	0.57%	48
2023 Q2	$1.35M	Hold	40,000	–	–	0.56%	50
2023 Q1	$1.43M	Hold	40,000	–	–	0.72%	42
2022 Q4	$1.91M	Hold	40,000	–	–	0.86%	27
2022 Q3	$1.91M	Hold	40,000	–	–	0.93%	21
2022 Q2	$1.97M	Hold	40,000	–	–	0.92%	22
2022 Q1	$2.36M	Hold	40,000	–	–	0.93%	20
2021 Q4	$2.47M	Hold	40,000	–	–	0.87%	21
2021 Q3	$2.42M	Hold	40,000	–	–	0.91%	17
2021 Q2	$2.3M	Hold	40,000	–	–	0.87%	22
2021 Q1	$2.27M	Buy	+40,000	New	+$2.12M	0.93%	18

Other funds holding IAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aft Forsyth & Sober's IAT Position: Q4 2023 in Review

Aft Forsyth & Sober sold out of iShares US Regional Banks ETF (IAT) in Q4 2023, closing a stake of 40,000 shares — an estimated $1.34M sold.

Aft Forsyth & Sober first reported a position in IAT in Q1 2021 and held it in 11 quarters. The position peaked at $2.47M in Q4 2021. 183 funds tracked by Wall St. Rank hold IAT as of Q4 2023.

Aft Forsyth & Sober reported no remaining iShares US Regional Banks ETF position as of Q4 2023 after selling out during the quarter.
Aft Forsyth & Sober sold 40,000 iShares US Regional Banks ETF shares in Q4 2023, an estimated $1.34M.
Aft Forsyth & Sober first reported a position in iShares US Regional Banks ETF in Q1 2021 and held it in 11 quarters.
Aft Forsyth & Sober's iShares US Regional Banks ETF position peaked at $2.47M in Q4 2021.
183 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2023.

Based on Aft Forsyth & Sober's 13F filing for Q4 2023, filed 8 Feb 2024.