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American Portfolios Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

American Portfolios Advisors’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 		$86K Sell
1,800
-34
-2% -$1.77K ﹤0.01% 1439
2022
Q2 		$90.4K Sell
1,834
-553
-23% -$29.5K ﹤0.01% 1454
2022
Q1 		$141K Buy
2,387
+808
+51% +$51.2K ﹤0.01% 1342
2021
Q4 		$97.5K Buy
1,579
+556
+54% +$35.1K ﹤0.01% 1528
2021
Q3 		$62K Buy
1,023
+231
+29% +$13.3K ﹤0.01% 1668
2021
Q2 		$45.6K Buy
792
+244
+45% +$14.5K ﹤0.01% 1771
2021
Q1 		$31.1K Buy
+548
New +$29K ﹤0.01% 1831
2020
Q1 		– Sell
-401
Closed -$20.5K – 2841
2019
Q4 		$20.5K Sell
401
-40
-9% -$1.95K ﹤0.01% 1710
2019
Q3 		$20.5K Sell
441
-200
-31% -$9.1K ﹤0.01% 1648
2019
Q2 		$29.4K Sell
641
-1,063
-62% -$48.5K ﹤0.01% 1497
2019
Q1 		$74K Sell
1,704
-1,129
-40% -$50.9K 0.01% 1018
2018
Q4 		$113K Buy
2,833
+14
+0.5% +$634 0.01% 690
2018
Q3 		$138K Sell
2,819
-66
-2% -$3.37K 0.02% 714
2018
Q2 		$142K Hold
2,885
– – 0.02% 685
2018
Q1 		$145K Sell
2,885
-184
-6% -$9.61K 0.02% 633
2017
Q4 		$151K Buy
+3,069
New +$147K 0.02% 604

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 $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

American Portfolios Advisors's IAT Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares US Regional Banks ETF (IAT) stake by 1.9% in Q3 2022, selling an estimated $1.77K and leaving 1,800 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

American Portfolios Advisors first reported a position in IAT in Q4 2017 and has held it in 16 quarters since. The position peaked at $151K in Q4 2017. 134 funds tracked by Wall St. Rank hold IAT as of Q3 2022.

  • American Portfolios Advisors held 1,800 shares of iShares US Regional Banks ETF worth $86K as of Q3 2022.
  • American Portfolios Advisors sold 34 iShares US Regional Banks ETF shares in Q3 2022, an estimated $1.77K.
  • iShares US Regional Banks ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1439 holding.
  • American Portfolios Advisors first reported a position in iShares US Regional Banks ETF in Q4 2017 and has held it in 16 quarters since.
  • American Portfolios Advisors's iShares US Regional Banks ETF position peaked at $151K in Q4 2017.
  • 134 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.