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Goldstone Financial Group’s iShares US Regional Banks ETF IAT Stock Holding History

Goldstone Financial Group’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
-6,793
Closed -$228K – 164
2023
Q3 		$228K Sell
6,793
-969
-12% -$34.9K 0.07% 140
2023
Q2 		$263K Sell
7,762
-1,852
-19% -$62.2K 0.08% 140
2023
Q1 		$344K Buy
+9,614
New +$449K 0.11% 105

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldstone Financial Group's IAT Position: Q4 2023 in Review

Goldstone Financial Group sold out of iShares US Regional Banks ETF (IAT) in Q4 2023, closing a stake of 6,793 shares — an estimated $228K sold.

Goldstone Financial Group first reported a position in IAT in Q1 2023 and held it in 3 quarters. The position peaked at $344K in Q1 2023. 183 funds tracked by Wall St. Rank hold IAT as of Q4 2023.

  • Goldstone Financial Group reported no remaining iShares US Regional Banks ETF position as of Q4 2023 after selling out during the quarter.
  • Goldstone Financial Group sold 6,793 iShares US Regional Banks ETF shares in Q4 2023, an estimated $228K.
  • Goldstone Financial Group first reported a position in iShares US Regional Banks ETF in Q1 2023 and held it in 3 quarters.
  • Goldstone Financial Group's iShares US Regional Banks ETF position peaked at $344K in Q1 2023.
  • 183 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2023.

Based on Goldstone Financial Group's 13F filing for Q4 2023, filed 15 Jan 2025.