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Edge Capital Group’s iShares US Regional Banks ETF IAT Stock Holding History

Edge Capital Group’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 		$3M Buy
59,528
+2,739
+5% +$142K 0.13% 113
2024
Q3 		$2.7M Sell
56,789
-2,795
-5% -$129K 0.12% 116
2024
Q2 		$2.47M Sell
59,584
-7,495
-11% -$310K 0.12% 117
2024
Q1 		$2.91M Buy
67,079
+16,649
+33% +$683K 0.14% 111
2023
Q4 		$2.11M Buy
50,430
+4,943
+11% +$177K 0.12% 123
2023
Q3 		$1.53M Buy
45,487
+5,260
+13% +$189K 0.1% 131
2023
Q2 		$1.36M Buy
+40,227
New +$1.35M 0.08% 152

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

Edge Capital Group's IAT Position: Q4 2024 in Review

Edge Capital Group increased its iShares US Regional Banks ETF (IAT) stake by 4.8% in Q4 2024, buying an estimated $142K and bringing the position to 59,528 shares worth $3M. The position accounts for 0.13% of the portfolio, ranked #113.

Edge Capital Group first reported a position in IAT in Q2 2023 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold IAT as of Q4 2024.

  • Edge Capital Group held 59,528 shares of iShares US Regional Banks ETF worth $3M as of Q4 2024.
  • Edge Capital Group bought 2,739 iShares US Regional Banks ETF shares in Q4 2024, an estimated $142K.
  • iShares US Regional Banks ETF made up 0.13% of Edge Capital Group's portfolio in Q4 2024, its #113 holding.
  • Edge Capital Group first reported a position in iShares US Regional Banks ETF in Q2 2023 and has held it in 7 quarters since.
  • 195 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.