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

Elmwood 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
2019
Q4 		– Sell
-203
Closed -$9K – 157
2019
Q3 		$9K Hold
203
– – 0.01% 184
2019
Q2 		$9K Hold
203
– – 0.01% 201
2019
Q1 		$9K Hold
203
– – 0.01% 195
2018
Q4 		$8K Buy
+203
New +$9.2K 0.01% 203

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Elmwood Wealth Management's IAT Position: Q4 2019 in Review

Elmwood Wealth Management sold out of iShares US Regional Banks ETF (IAT) in Q4 2019, closing a stake of 203 shares — an estimated $9K sold.

Elmwood Wealth Management first reported a position in IAT in Q4 2018 and held it in 4 quarters. The position peaked at $9K in Q3 2019. 111 funds tracked by Wall St. Rank hold IAT as of Q4 2019.

  • Elmwood Wealth Management reported no remaining iShares US Regional Banks ETF position as of Q4 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 203 iShares US Regional Banks ETF shares in Q4 2019, an estimated $9K.
  • Elmwood Wealth Management first reported a position in iShares US Regional Banks ETF in Q4 2018 and held it in 4 quarters.
  • Elmwood Wealth Management's iShares US Regional Banks ETF position peaked at $9K in Q3 2019.
  • 111 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2019.

Based on Elmwood Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.