C2C Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

C2C 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
2023 Q4	–	Sell	-18,484	Closed	-$602K	–	150
2023 Q3	$602K	Sell	18,484 -5,700	-24%	-$205K	0.09%	123
2023 Q2	$873K	Hold	24,184	–	–	0.12%	91
2023 Q1	$841K	Sell	24,184 -3,850	-14%	-$180K	0.14%	96
2022 Q4	$1.36M	Hold	28,034	–	–	0.24%	46
2022 Q3	$1.43M	Hold	28,034	–	–	0.28%	40
2022 Q2	$1.44M	Sell	28,034 -6,500	-19%	-$346K	0.26%	45
2022 Q1	$1.99M	Hold	34,534	–	–	0.34%	35
2021 Q4	$2.13M	Buy	+34,534	New	+$2.18M	0.31%	39

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

C2C Wealth Management's IAT Position: Q4 2023 in Review

C2C Wealth Management sold out of iShares US Regional Banks ETF (IAT) in Q4 2023, closing a stake of 18,484 shares — an estimated $602K sold.

C2C Wealth Management first reported a position in IAT in Q4 2021 and held it in 8 quarters. The position peaked at $2.13M in Q4 2021. 183 funds tracked by Wall St. Rank hold IAT as of Q4 2023.

C2C Wealth Management reported no remaining iShares US Regional Banks ETF position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 18,484 iShares US Regional Banks ETF shares in Q4 2023, an estimated $602K.
C2C Wealth Management first reported a position in iShares US Regional Banks ETF in Q4 2021 and held it in 8 quarters.
C2C Wealth Management's iShares US Regional Banks ETF position peaked at $2.13M in Q4 2021.
183 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.