Hazlett, Burt & Watson’s iShares US Regional Banks ETF IAT Stock Holding History

Hazlett, Burt & Watson’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 Q2	–	Sell	-25	Closed	-$1K	–	712
2024 Q1	$1K	Hold	25	–	–	﹤0.01%	677
2023 Q4	$1K	Hold	25	–	–	﹤0.01%	653
2023 Q3	$1K	Hold	25	–	–	﹤0.01%	678
2023 Q2	$1K	Hold	25	–	–	﹤0.01%	642
2023 Q1	$1K	Hold	25	–	–	﹤0.01%	592
2022 Q4	$1K	Hold	25	–	–	﹤0.01%	592
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	595
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	582
2022 Q1	$1K	Buy	+25	New	+$1.58K	﹤0.01%	572

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Hazlett, Burt & Watson's IAT Position: Q2 2024 in Review

Hazlett, Burt & Watson sold out of iShares US Regional Banks ETF (IAT) in Q2 2024, closing a stake of 25 shares — an estimated $1K sold.

Hazlett, Burt & Watson first reported a position in IAT in Q1 2022 and held it in 9 quarters. The position peaked at $1K in Q1 2024. 149 funds tracked by Wall St. Rank hold IAT as of Q2 2024.

Hazlett, Burt & Watson reported no remaining iShares US Regional Banks ETF position as of Q2 2024 after selling out during the quarter.
Hazlett, Burt & Watson sold 25 iShares US Regional Banks ETF shares in Q2 2024, an estimated $1K.
Hazlett, Burt & Watson first reported a position in iShares US Regional Banks ETF in Q1 2022 and held it in 9 quarters.
Hazlett, Burt & Watson's iShares US Regional Banks ETF position peaked at $1K in Q1 2024.
149 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2024.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2024, filed 7 Aug 2024.