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

Ancora 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	–	Sell	-800	Closed	-$39K	–	2101
2022 Q2	$39K	Hold	800	–	–	﹤0.01%	1240
2022 Q1	$47K	Hold	800	–	–	﹤0.01%	1295
2021 Q4	$49K	Hold	800	–	–	﹤0.01%	1279
2021 Q3	$48K	Hold	800	–	–	﹤0.01%	1215
2021 Q2	$46K	Hold	800	–	–	﹤0.01%	1137
2021 Q1	$45K	Hold	800	–	–	﹤0.01%	1103
2020 Q4	$36K	Buy	+800	New	+$32.3K	﹤0.01%	951

Other funds holding IAT

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ancora Advisors's IAT Position: Q3 2022 in Review

Ancora Advisors sold out of iShares US Regional Banks ETF (IAT) in Q3 2022, closing a stake of 800 shares — an estimated $39K sold.

Ancora Advisors first reported a position in IAT in Q4 2020 and held it in 7 quarters. The position peaked at $49K in Q4 2021. 134 funds tracked by Wall St. Rank hold IAT as of Q3 2022.

Ancora Advisors reported no remaining iShares US Regional Banks ETF position as of Q3 2022 after selling out during the quarter.
Ancora Advisors sold 800 iShares US Regional Banks ETF shares in Q3 2022, an estimated $39K.
Ancora Advisors first reported a position in iShares US Regional Banks ETF in Q4 2020 and held it in 7 quarters.
Ancora Advisors's iShares US Regional Banks ETF position peaked at $49K in Q4 2021.
134 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2022.

Based on Ancora Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.