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Amplius Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Amplius Wealth 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
Q1 		– Sell
-2,916
Closed -$180K – 497
2021
Q4 		$180K Buy
+2,916
New +$184K 0.02% 193

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Amplius Wealth Advisors's IAT Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of iShares US Regional Banks ETF (IAT) in Q1 2022, closing a stake of 2,916 shares — an estimated $180K sold.

Amplius Wealth Advisors first reported a position in IAT in Q4 2021 and held it in 1 quarter. The position peaked at $180K in Q4 2021. 169 funds tracked by Wall St. Rank hold IAT as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining iShares US Regional Banks ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 2,916 iShares US Regional Banks ETF shares in Q1 2022, an estimated $180K.
  • Amplius Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's iShares US Regional Banks ETF position peaked at $180K in Q4 2021.
  • 169 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.