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Benjamin F. Edwards & Company’s iShares US Regional Banks ETF IAT Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$86K Sell
2,076
-205
-9% -$8.48K ﹤0.01% 1151
2024
Q1 		$99K Buy
2,281
+2
+0.1% +$82 ﹤0.01% 1101
2023
Q4 		$95K Buy
2,279
+11
+0.5% +$395 ﹤0.01% 1081
2023
Q3 		$76K Buy
2,268
+403
+22% +$14.5K ﹤0.01% 959
2023
Q2 		$63K Buy
1,865
+201
+12% +$6.75K ﹤0.01% 1028
2023
Q1 		$60K Hold
1,664
– – ﹤0.01% 1050
2022
Q4 		$79K Sell
1,664
-7
-0.4% -$344 ﹤0.01% 959
2022
Q3 		$80K Sell
1,671
-83
-5% -$4.31K ﹤0.01% 930
2022
Q2 		$86K Sell
1,754
-5,514
-76% -$294K ﹤0.01% 910
2022
Q1 		$428K Buy
7,268
+483
+7% +$30.6K 0.02% 491
2021
Q4 		$419K Sell
6,785
-127
-2% -$8.03K 0.02% 498
2021
Q3 		$419K Sell
6,912
-351
-5% -$20.2K 0.02% 483
2021
Q2 		$418K Sell
7,263
-7,468
-51% -$443K 0.02% 481
2021
Q1 		$835K Buy
14,731
+4,613
+46% +$244K 0.05% 359
2020
Q4 		$459K Buy
10,118
+8,564
+551% +$345K 0.03% 449
2020
Q3 		$51K Buy
1,554
+15
+1% +$506 ﹤0.01% 892
2020
Q2 		$52K Hold
1,539
– – ﹤0.01% 881
2020
Q1 		$44K Sell
1,539
-29
-2% -$1.24K ﹤0.01% 869
2019
Q4 		$80K Sell
1,568
-13
-0.8% -$634 0.01% 840
2019
Q3 		$74K Hold
1,581
– – 0.01% 815
2019
Q2 		$73K Sell
1,581
-171
-10% -$7.8K 0.01% 787
2019
Q1 		$76K Sell
1,752
-137
-7% -$6.18K 0.01% 758
2018
Q4 		$75K Sell
1,889
-86
-4% -$3.9K 0.01% 740
2018
Q3 		$97K Sell
1,975
-60
-3% -$3.07K 0.01% 680
2018
Q2 		$100K Buy
2,035
+60
+3% +$3.07K 0.01% 671
2018
Q1 		$99K Buy
1,975
+150
+8% +$7.84K 0.01% 677
2017
Q4 		$90K Buy
1,825
+400
+28% +$19.2K 0.01% 676
2017
Q3 		$67K Hold
1,425
– – 0.01% 695
2017
Q2 		$65K Buy
+1,425
New +$63.4K 0.01% 653

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Benjamin F. Edwards & Company's IAT Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its iShares US Regional Banks ETF (IAT) stake by 9% in Q2 2024, selling an estimated $8.48K and leaving 2,076 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Benjamin F. Edwards & Company first reported a position in IAT in Q2 2017 and has held it in 29 quarters since. The position peaked at $835K in Q1 2021. 149 funds tracked by Wall St. Rank hold IAT as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,076 shares of iShares US Regional Banks ETF worth $86K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 205 iShares US Regional Banks ETF shares in Q2 2024, an estimated $8.48K.
  • iShares US Regional Banks ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1151 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares US Regional Banks ETF in Q2 2017 and has held it in 29 quarters since.
  • Benjamin F. Edwards & Company's iShares US Regional Banks ETF position peaked at $835K in Q1 2021.
  • 149 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.