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Ahrens Investment Partners’s iShares US Regional Banks ETF IAT Stock Holding History

Ahrens Investment Partners’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
2022
Q3 		– Sell
-95
Closed -$5K – 503
2022
Q2 		$5K Hold
95
– – ﹤0.01% 767
2022
Q1 		$6K Hold
95
– – ﹤0.01% 824
2021
Q4 		$6K Buy
+95
New +$6K ﹤0.01% 844

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ahrens Investment Partners's IAT Position: Q3 2022 in Review

Ahrens Investment Partners sold out of iShares US Regional Banks ETF (IAT) in Q3 2022, closing a stake of 95 shares — an estimated $5K sold.

Ahrens Investment Partners first reported a position in IAT in Q4 2021 and held it in 3 quarters. The position peaked at $6K in Q1 2022. 134 funds tracked by Wall St. Rank hold IAT as of Q3 2022.

  • Ahrens Investment Partners reported no remaining iShares US Regional Banks ETF position as of Q3 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 95 iShares US Regional Banks ETF shares in Q3 2022, an estimated $5K.
  • Ahrens Investment Partners first reported a position in iShares US Regional Banks ETF in Q4 2021 and held it in 3 quarters.
  • Ahrens Investment Partners's iShares US Regional Banks ETF position peaked at $6K in Q1 2022.
  • 134 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2022.

Based on Ahrens Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.