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

BDO 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
2023 Q2	$112K	Buy	3,301 +1,006	+44%	+$33.8K	0.01%	328
2023 Q1	$82.1K	Buy	2,295 +2,200	+2,316%	+$103K	0.01%	347
2022 Q4	$4.53K	Hold	95	–	–	﹤0.01%	776
2022 Q3	$5K	Sell	95 -150	-61%	-$7.79K	﹤0.01%	814
2022 Q2	$12K	Buy	245 +150	+158%	+$7.99K	﹤0.01%	651
2022 Q1	$6K	Hold	95	–	–	﹤0.01%	796
2021 Q4	$6K	Hold	95	–	–	﹤0.01%	800
2021 Q3	$6K	Hold	95	–	–	﹤0.01%	801
2021 Q2	$5K	Hold	95	–	–	﹤0.01%	858
2021 Q1	$5K	Hold	95	–	–	﹤0.01%	839
2020 Q4	$4K	Hold	95	–	–	﹤0.01%	666
2020 Q3	$3K	Hold	95	–	–	﹤0.01%	628
2020 Q2	$3K	Hold	95	–	–	﹤0.01%	595
2020 Q1	$3K	Hold	95	–	–	﹤0.01%	644
2019 Q4	$5K	Hold	95	–	–	﹤0.01%	488
2019 Q3	$4K	Hold	95	–	–	﹤0.01%	540
2019 Q2	$4K	Hold	95	–	–	﹤0.01%	528
2019 Q1	$4K	Hold	95	–	–	﹤0.01%	502
2018 Q4	$4K	Hold	95	–	–	﹤0.01%	457
2018 Q3	$5K	Hold	95	–	–	﹤0.01%	502
2018 Q2	$5K	Hold	95	–	–	﹤0.01%	506
2018 Q1	$5K	Hold	95	–	–	﹤0.01%	440
2017 Q4	$5K	Hold	95	–	–	﹤0.01%	370
2017 Q3	$4K	Hold	95	–	–	﹤0.01%	356
2017 Q2	$4K	Buy	+95	New	+$4.22K	﹤0.01%	445

Other funds holding IAT

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

RCYC

Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

BIA

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

BDO Wealth Advisors's IAT Position: Q2 2023 in Review

BDO Wealth Advisors increased its iShares US Regional Banks ETF (IAT) stake by 44% in Q2 2023, buying an estimated $33.8K and bringing the position to 3,301 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #328.

BDO Wealth Advisors first reported a position in IAT in Q2 2017 and has held it in 25 quarters since. 156 funds tracked by Wall St. Rank hold IAT as of Q2 2023.

BDO Wealth Advisors held 3,301 shares of iShares US Regional Banks ETF worth $112K as of Q2 2023.
BDO Wealth Advisors bought 1,006 iShares US Regional Banks ETF shares in Q2 2023, an estimated $33.8K.
iShares US Regional Banks ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #328 holding.
BDO Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q2 2017 and has held it in 25 quarters since.
156 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.