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Avior Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

Avior Wealth Management’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
2024
Q3 		– Sell
-28
Closed -$1.2K – 2363
2024
Q2 		$1.2K Sell
28
-69
-71% -$2.85K ﹤0.01% 2013
2024
Q1 		$4.22K Buy
97
+1
+1% +$41 ﹤0.01% 2120
2023
Q4 		$4.05K Sell
96
-124
-56% -$4.45K ﹤0.01% 1201
2023
Q3 		$7.41K Sell
220
-125
-36% -$4.5K ﹤0.01% 1088
2023
Q2 		$11.7K Buy
+345
New +$11.6K ﹤0.01% 996

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avior Wealth Management's IAT Position: Q3 2024 in Review

Avior Wealth Management sold out of iShares US Regional Banks ETF (IAT) in Q3 2024, closing a stake of 28 shares — an estimated $1.2K sold.

Avior Wealth Management first reported a position in IAT in Q2 2023 and held it in 5 quarters. The position peaked at $11.7K in Q2 2023. 157 funds tracked by Wall St. Rank hold IAT as of Q3 2024.

  • Avior Wealth Management reported no remaining iShares US Regional Banks ETF position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 28 iShares US Regional Banks ETF shares in Q3 2024, an estimated $1.2K.
  • Avior Wealth Management first reported a position in iShares US Regional Banks ETF in Q2 2023 and held it in 5 quarters.
  • Avior Wealth Management's iShares US Regional Banks ETF position peaked at $11.7K in Q2 2023.
  • 157 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.