Franklin Resources’s iShares US Regional Banks ETF IAT Stock Holding History

Franklin Resources’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 Q4	–	Sell	-1,400	Closed	-$47K	–	2671
2023 Q3	$47K	Hold	1,400	–	–	﹤0.01%	2545
2023 Q2	$47.4K	Hold	1,400	–	–	﹤0.01%	2615
2023 Q1	$50.1K	Sell	1,400 -5,130	-79%	-$240K	﹤0.01%	2189
2022 Q4	$311K	Hold	6,530	–	–	﹤0.01%	1859
2022 Q3	$312K	Sell	6,530 -350	-5%	-$18.2K	﹤0.01%	1837
2022 Q2	$339K	Sell	6,880 -1,590	-19%	-$84.7K	﹤0.01%	1828
2022 Q1	$499K	Buy	8,470 +1,948	+30%	+$123K	﹤0.01%	1831
2021 Q4	$403K	Buy	6,522 +42	+0.6%	+$2.65K	﹤0.01%	1989
2021 Q3	$393K	Hold	6,480	–	–	﹤0.01%	1980
2021 Q2	$373K	Buy	6,480 +3,380	+109%	+$200K	﹤0.01%	1665
2021 Q1	$175K	Sell	3,100 -725	-19%	-$38.4K	﹤0.01%	1828
2020 Q4	$173K	Hold	3,825	–	–	﹤0.01%	1745
2020 Q3	$125K	Hold	3,825	–	–	﹤0.01%	1708
2020 Q2	$129K	Buy	+3,825	New	+$125K	﹤0.01%	1548

Other funds holding IAT

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

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

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

Franklin Resources's IAT Position: Q4 2023 in Review

Franklin Resources sold out of iShares US Regional Banks ETF (IAT) in Q4 2023, closing a stake of 1,400 shares — an estimated $47K sold.

Franklin Resources first reported a position in IAT in Q2 2020 and held it in 14 quarters. The position peaked at $499K in Q1 2022. 183 funds tracked by Wall St. Rank hold IAT as of Q4 2023.

Franklin Resources reported no remaining iShares US Regional Banks ETF position as of Q4 2023 after selling out during the quarter.
Franklin Resources sold 1,400 iShares US Regional Banks ETF shares in Q4 2023, an estimated $47K.
Franklin Resources first reported a position in iShares US Regional Banks ETF in Q2 2020 and held it in 14 quarters.
Franklin Resources's iShares US Regional Banks ETF position peaked at $499K in Q1 2022.
183 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2023.

Based on Franklin Resources's 13F filing for Q4 2023, filed 9 Feb 2024.