Aspire Private Capital’s iShares US Regional Banks ETF IAT Stock Holding History

Aspire Private Capital’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	-31	Closed	-$2K	–	636
2022 Q2	$2K	Hold	31	–	–	﹤0.01%	495
2022 Q1	$2K	Sell	31 -2	-6%	-$127	﹤0.01%	498
2021 Q4	$2K	Buy	+33	New	+$2.09K	﹤0.01%	519

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

Aspire Private Capital's IAT Position: Q3 2022 in Review

Aspire Private Capital sold out of iShares US Regional Banks ETF (IAT) in Q3 2022, closing a stake of 31 shares — an estimated $2K sold.

Aspire Private Capital first reported a position in IAT in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 134 funds tracked by Wall St. Rank hold IAT as of Q3 2022.

Aspire Private Capital reported no remaining iShares US Regional Banks ETF position as of Q3 2022 after selling out during the quarter.
Aspire Private Capital sold 31 iShares US Regional Banks ETF shares in Q3 2022, an estimated $2K.
Aspire Private Capital first reported a position in iShares US Regional Banks ETF in Q4 2021 and held it in 3 quarters.
Aspire Private Capital's iShares US Regional Banks ETF position peaked at $2K in Q2 2022.
134 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2022.

Based on Aspire Private Capital's 13F filing for Q3 2022, filed 10 Nov 2022.