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ETFidea’s iShares US Regional Banks ETF IAT Stock Holding History

ETFidea’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
Q3 		$291K Sell
6,122
-148
-2% -$6.81K 0.09% 101
2024
Q2 		$260K Hold
6,270
– – 0.09% 102
2024
Q1 		$272K Buy
6,270
+1,344
+27% +$55.1K 0.09% 99
2023
Q4 		$206K Buy
+4,926
New +$177K 0.08% 106

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ETFidea's IAT Position: Q3 2024 in Review

ETFidea reduced its iShares US Regional Banks ETF (IAT) stake by 2.4% in Q3 2024, selling an estimated $6.81K and leaving 6,122 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #101.

ETFidea first reported a position in IAT in Q4 2023 and has held it in 4 quarters since. 157 funds tracked by Wall St. Rank hold IAT as of Q3 2024.

  • ETFidea held 6,122 shares of iShares US Regional Banks ETF worth $291K as of Q3 2024.
  • ETFidea sold 148 iShares US Regional Banks ETF shares in Q3 2024, an estimated $6.81K.
  • iShares US Regional Banks ETF made up 0.09% of ETFidea's portfolio in Q3 2024, its #101 holding.
  • ETFidea first reported a position in iShares US Regional Banks ETF in Q4 2023 and has held it in 4 quarters since.
  • 157 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2024.

Based on ETFidea's 13F filing for Q3 2024, filed 8 Nov 2024.