Formidable Asset Management’s iShares US Regional Banks ETF IAT Stock Holding History

Formidable Asset 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
2022 Q2	–	Sell	-3,475	Closed	-$205K	–	335
2022 Q1	$205K	Hold	3,475	–	–	0.04%	304
2021 Q4	$226K	Hold	3,475	–	–	0.04%	279
2021 Q3	$210K	Buy	+3,475	New	+$200K	0.04%	321
2019 Q2	–	Sell	-8,130	Closed	-$201K	–	278
2019 Q1	$201K	Buy	+8,130	New	+$367K	0.08%	166
2016 Q2	–	Sell	-225	Closed	-$7K	–	284
2016 Q1	$7K	Hold	225	–	–	﹤0.01%	378
2015 Q4	$7K	Hold	225	–	–	﹤0.01%	423
2015 Q3	$7K	Hold	225	–	–	﹤0.01%	453
2015 Q2	$8K	Hold	225	–	–	0.01%	389
2015 Q1	$8K	Hold	225	–	–	0.01%	377
2014 Q4	$8K	Hold	225	–	–	0.01%	357
2014 Q3	$8K	Hold	225	–	–	0.01%	356
2014 Q2	$8K	Hold	225	–	–	﹤0.01%	381
2014 Q1	$7K	Hold	225	–	–	﹤0.01%	355
2013 Q4	$7K	Hold	225	–	–	﹤0.01%	375
2013 Q3	$7K	Buy	+225	New	+$6.89K	0.01%	335

Other funds holding IAT

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Formidable Asset Management's IAT Position: Q2 2022 in Review

Formidable Asset Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2022, closing a stake of 3,475 shares — an estimated $205K sold.

Formidable Asset Management first reported a position in IAT in Q3 2013 and held it in 15 quarters. The position peaked at $226K in Q4 2021. 140 funds tracked by Wall St. Rank hold IAT as of Q2 2022.

Formidable Asset Management reported no remaining iShares US Regional Banks ETF position as of Q2 2022 after selling out during the quarter.
Formidable Asset Management sold 3,475 iShares US Regional Banks ETF shares in Q2 2022, an estimated $205K.
Formidable Asset Management first reported a position in iShares US Regional Banks ETF in Q3 2013 and held it in 15 quarters.
Formidable Asset Management's iShares US Regional Banks ETF position peaked at $226K in Q4 2021.
140 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2022.

Based on Formidable Asset Management's 13F filing for Q2 2022, filed 16 Aug 2022.