First Manhattan’s iShares US Regional Banks ETF IAT Stock Holding History

First Manhattan’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 Q1	–	Sell	-3,275	Closed	-$137K	–	1450
2023 Q4	$137K	Buy	+3,275	New	+$118K	﹤0.01%	705
2019 Q3	–	Sell	-375	Closed	-$17K	–	1363
2019 Q2	$17K	Buy	375 +75	+25%	+$3.42K	﹤0.01%	1102
2019 Q1	$13K	Hold	300	–	–	﹤0.01%	1171
2018 Q4	$11K	Hold	300	–	–	﹤0.01%	1152
2018 Q3	$14K	Hold	300	–	–	﹤0.01%	1176
2018 Q2	$14K	Hold	300	–	–	﹤0.01%	1143
2018 Q1	$15K	Hold	300	–	–	﹤0.01%	1130
2017 Q4	$14K	Hold	300	–	–	﹤0.01%	1198
2017 Q3	$14K	Hold	300	–	–	﹤0.01%	1176
2017 Q2	$13K	Hold	300	–	–	﹤0.01%	1139
2017 Q1	$13K	Hold	300	–	–	﹤0.01%	1155
2016 Q4	$13K	Hold	300	–	–	﹤0.01%	1134
2016 Q3	$10K	Hold	300	–	–	﹤0.01%	1185
2016 Q2	$9K	Hold	300	–	–	﹤0.01%	1231
2016 Q1	$9K	Hold	300	–	–	﹤0.01%	1181
2015 Q4	$10K	Hold	300	–	–	﹤0.01%	1175
2015 Q3	$10K	Hold	300	–	–	﹤0.01%	1187
2015 Q2	$10K	Hold	300	–	–	﹤0.01%	1204
2015 Q1	$10K	Hold	300	–	–	﹤0.01%	1208
2014 Q4	$10K	Hold	300	–	–	﹤0.01%	1236
2014 Q3	$9K	Buy	+300	New	+$10.1K	﹤0.01%	1222

Other funds holding IAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Manhattan's IAT Position: Q1 2024 in Review

First Manhattan sold out of iShares US Regional Banks ETF (IAT) in Q1 2024, closing a stake of 3,275 shares — an estimated $137K sold.

First Manhattan first reported a position in IAT in Q3 2014 and held it in 21 quarters. The position peaked at $137K in Q4 2023. 159 funds tracked by Wall St. Rank hold IAT as of Q1 2024.

First Manhattan reported no remaining iShares US Regional Banks ETF position as of Q1 2024 after selling out during the quarter.
First Manhattan sold 3,275 iShares US Regional Banks ETF shares in Q1 2024, an estimated $137K.
First Manhattan first reported a position in iShares US Regional Banks ETF in Q3 2014 and held it in 21 quarters.
First Manhattan's iShares US Regional Banks ETF position peaked at $137K in Q4 2023.
159 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2024.

Based on First Manhattan's 13F filing for Q1 2024, filed 15 May 2024.