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Burkett Financial Services’s iShares US Regional Banks ETF IAT Stock Holding History

Burkett Financial 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
2024
Q4 		– Sell
-259
Closed -$12.3K – 222
2024
Q3 		$12.3K Buy
259
+2
+0.8% +$92 0.01% 127
2024
Q2 		$10.6K Sell
257
-82
-24% -$3.39K 0.01% 136
2024
Q1 		$14.7K Buy
339
+3
+0.9% +$123 0.01% 127
2023
Q4 		$14.1K Buy
+336
New +$12.1K 0.01% 127

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Burkett Financial Services's IAT Position: Q4 2024 in Review

Burkett Financial Services sold out of iShares US Regional Banks ETF (IAT) in Q4 2024, closing a stake of 259 shares — an estimated $12.3K sold.

Burkett Financial Services first reported a position in IAT in Q4 2023 and held it in 4 quarters. The position peaked at $14.7K in Q1 2024. 195 funds tracked by Wall St. Rank hold IAT as of Q4 2024.

  • Burkett Financial Services reported no remaining iShares US Regional Banks ETF position as of Q4 2024 after selling out during the quarter.
  • Burkett Financial Services sold 259 iShares US Regional Banks ETF shares in Q4 2024, an estimated $12.3K.
  • Burkett Financial Services first reported a position in iShares US Regional Banks ETF in Q4 2023 and held it in 4 quarters.
  • Burkett Financial Services's iShares US Regional Banks ETF position peaked at $14.7K in Q1 2024.
  • 195 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2024.

Based on Burkett Financial Services's 13F filing for Q4 2024, filed 6 Jan 2025.