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Ferguson Wellman Capital Management’s iShares US Regional Banks ETF IAT Stock Holding History

Ferguson Wellman Capital 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
Q1 		– Sell
-4,925
Closed -$235K – 349
2022
Q4 		$235K Buy
4,925
+215
+5% +$10.6K 0.01% 319
2022
Q3 		$225K Sell
4,710
-330
-7% -$17.1K 0.01% 281
2022
Q2 		$248K Sell
5,040
-1,060
-17% -$56.5K 0.01% 289
2022
Q1 		$359K Sell
6,100
-340
-5% -$21.5K 0.01% 272
2021
Q4 		$398K Hold
6,440
– – 0.01% 263
2021
Q3 		$390K Sell
6,440
-240
-4% -$13.8K 0.01% 269
2021
Q2 		$384K Sell
6,680
-360
-5% -$21.4K 0.01% 268
2021
Q1 		$399K Sell
7,040
-1,000
-12% -$52.9K 0.01% 253
2020
Q4 		$365K Sell
8,040
-4,560
-36% -$184K 0.01% 305
2020
Q3 		$413K Sell
12,600
-4,702
-27% -$159K 0.01% 278
2020
Q2 		$585K Sell
17,302
-5,920
-25% -$193K 0.02% 235
2020
Q1 		$671K Sell
23,222
-10,760
-32% -$460K 0.03% 216
2019
Q4 		$1.73M Sell
33,982
-320
-0.9% -$15.6K 0.05% 178
2019
Q3 		$1.6M Sell
34,302
-2,270
-6% -$103K 0.05% 175
2019
Q2 		$1.68M Sell
36,572
-19,060
-34% -$870K 0.06% 166
2019
Q1 		$2.42M Sell
55,632
-28,350
-34% -$1.28M 0.08% 149
2018
Q4 		$3.35M Buy
+83,982
New +$3.8M 0.13% 138
2014
Q1 		– Sell
-7,500
Closed -$248K – 317
2013
Q4 		$248K Hold
7,500
– – 0.01% 286
2013
Q3 		$224K Sell
7,500
-750
-9% -$23K 0.01% 279
2013
Q2 		$241K Buy
+8,250
New +$228K 0.02% 174

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Ferguson Wellman Capital Management's IAT Position: Q1 2023 in Review

Ferguson Wellman Capital Management sold out of iShares US Regional Banks ETF (IAT) in Q1 2023, closing a stake of 4,925 shares — an estimated $235K sold.

Ferguson Wellman Capital Management first reported a position in IAT in Q2 2013 and held it in 20 quarters. The position peaked at $3.35M in Q4 2018. 154 funds tracked by Wall St. Rank hold IAT as of Q1 2023.

  • Ferguson Wellman Capital Management reported no remaining iShares US Regional Banks ETF position as of Q1 2023 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 4,925 iShares US Regional Banks ETF shares in Q1 2023, an estimated $235K.
  • Ferguson Wellman Capital Management first reported a position in iShares US Regional Banks ETF in Q2 2013 and held it in 20 quarters.
  • Ferguson Wellman Capital Management's iShares US Regional Banks ETF position peaked at $3.35M in Q4 2018.
  • 154 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2023.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.