Avantax Advisory Services’s iShares US Regional Banks ETF IAT Stock Holding History

Avantax Advisory Services’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
2023 Q4	–	Sell	-9,680	Closed	-$325K	–	1622
2023 Q3	$325K	Sell	9,680 -1,008	-9%	-$36.3K	﹤0.01%	1152
2023 Q2	$362K	Buy	10,688 +148	+1%	+$4.97K	﹤0.01%	1086
2023 Q1	$377K	Buy	10,540 +3,211	+44%	+$150K	﹤0.01%	1031
2022 Q4	$349K	Buy	7,329 +1,572	+27%	+$77.2K	﹤0.01%	1024
2022 Q3	$275K	Sell	5,757 -1,009	-15%	-$52.4K	﹤0.01%	1050
2022 Q2	$333K	Buy	6,766 +2,163	+47%	+$115K	0.01%	964
2022 Q1	$270K	Buy	+4,603	New	+$292K	﹤0.01%	1052

Other funds holding IAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Advisory Services's IAT Position: Q4 2023 in Review

Avantax Advisory Services sold out of iShares US Regional Banks ETF (IAT) in Q4 2023, closing a stake of 9,680 shares — an estimated $325K sold.

Avantax Advisory Services first reported a position in IAT in Q1 2022 and held it in 7 quarters. The position peaked at $377K in Q1 2023. 183 funds tracked by Wall St. Rank hold IAT as of Q4 2023.

Avantax Advisory Services reported no remaining iShares US Regional Banks ETF position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 9,680 iShares US Regional Banks ETF shares in Q4 2023, an estimated $325K.
Avantax Advisory Services first reported a position in iShares US Regional Banks ETF in Q1 2022 and held it in 7 quarters.
Avantax Advisory Services's iShares US Regional Banks ETF position peaked at $377K in Q1 2023.
183 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.