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Focus Financial Network’s iShares US Regional Banks ETF IAT Stock Holding History

Focus Financial Network’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
2020
Q1 		– Sell
-7,165
Closed -$365K – 391
2019
Q4 		$365K Buy
7,165
+84
+1% +$4.09K 0.04% 275
2019
Q3 		$330K Sell
7,081
-237
-3% -$10.8K 0.05% 273
2019
Q2 		$336K Sell
7,318
-289
-4% -$13.2K 0.05% 265
2019
Q1 		$331K Buy
+7,607
New +$343K 0.05% 255

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Focus Financial Network's IAT Position: Q1 2020 in Review

Focus Financial Network sold out of iShares US Regional Banks ETF (IAT) in Q1 2020, closing a stake of 7,165 shares — an estimated $365K sold.

Focus Financial Network first reported a position in IAT in Q1 2019 and held it in 4 quarters. The position peaked at $365K in Q4 2019. 90 funds tracked by Wall St. Rank hold IAT as of Q1 2020.

  • Focus Financial Network reported no remaining iShares US Regional Banks ETF position as of Q1 2020 after selling out during the quarter.
  • Focus Financial Network sold 7,165 iShares US Regional Banks ETF shares in Q1 2020, an estimated $365K.
  • Focus Financial Network first reported a position in iShares US Regional Banks ETF in Q1 2019 and held it in 4 quarters.
  • Focus Financial Network's iShares US Regional Banks ETF position peaked at $365K in Q4 2019.
  • 90 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2020.

Based on Focus Financial Network's 13F filing for Q1 2020, filed 24 Jul 2024.