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

Endurance 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
Q2 		$3.72M Sell
109,869
-1,162
-1% -$39.1K 0.51% 52
2023
Q1 		$3.97M Buy
+111,031
New +$5.19M 0.56% 47

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Endurance Wealth Management's IAT Position: Q2 2023 in Review

Endurance Wealth Management reduced its iShares US Regional Banks ETF (IAT) stake by 1% in Q2 2023, selling an estimated $39.1K and leaving 109,869 shares worth $3.72M. The position accounts for 0.51% of the portfolio, ranked #52.

Endurance Wealth Management first reported a position in IAT in Q1 2023 and has held it in 2 quarters since. The position peaked at $3.97M in Q1 2023. 157 funds tracked by Wall St. Rank hold IAT as of Q2 2023.

  • Endurance Wealth Management held 109,869 shares of iShares US Regional Banks ETF worth $3.72M as of Q2 2023.
  • Endurance Wealth Management sold 1,162 iShares US Regional Banks ETF shares in Q2 2023, an estimated $39.1K.
  • iShares US Regional Banks ETF made up 0.51% of Endurance Wealth Management's portfolio in Q2 2023, its #52 holding.
  • Endurance Wealth Management first reported a position in iShares US Regional Banks ETF in Q1 2023 and has held it in 2 quarters since.
  • Endurance Wealth Management's iShares US Regional Banks ETF position peaked at $3.97M in Q1 2023.
  • 157 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.