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

Arkadios 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
2021 Q4	–	Sell	-462	Closed	-$28K	–	1121
2021 Q3	$28K	Buy	462 +1	+0.2%	+$58	﹤0.01%	1091
2021 Q2	$26K	Buy	461 +226	+96%	+$13.4K	﹤0.01%	1175
2021 Q1	$13K	Sell	235 -178	-43%	-$9.42K	﹤0.01%	1101
2020 Q4	$18K	Buy	413 +4	+1%	+$161	﹤0.01%	780
2020 Q3	$14.6K	Sell	409 -205	-33%	-$6.92K	0.01%	667
2020 Q2	$19.7K	Buy	+614	New	+$20K	0.01%	545

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Arkadios Wealth Advisors's IAT Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of iShares US Regional Banks ETF (IAT) in Q4 2021, closing a stake of 462 shares — an estimated $28K sold.

Arkadios Wealth Advisors first reported a position in IAT in Q2 2020 and held it in 6 quarters. The position peaked at $28K in Q3 2021. 162 funds tracked by Wall St. Rank hold IAT as of Q4 2021.

Arkadios Wealth Advisors reported no remaining iShares US Regional Banks ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 462 iShares US Regional Banks ETF shares in Q4 2021, an estimated $28K.
Arkadios Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q2 2020 and held it in 6 quarters.
Arkadios Wealth Advisors's iShares US Regional Banks ETF position peaked at $28K in Q3 2021.
162 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.