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Heritage Financial Services’s iShares US Regional Banks ETF IAT Stock Holding History

Heritage Financial Services’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
Q3 		– Sell
-13
Closed – – 247
2022
Q2 		$0 Buy
+13
New +$693 ﹤0.01% 524

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Wells Fargo
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LPL Financial
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Commonwealth Equity Services
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heritage Financial Services's IAT Position: Q3 2022 in Review

Heritage Financial Services sold out of iShares US Regional Banks ETF (IAT) in Q3 2022, closing a stake of 13 shares.

Heritage Financial Services first reported a position in IAT in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 134 funds tracked by Wall St. Rank hold IAT as of Q3 2022.

  • Heritage Financial Services reported no remaining iShares US Regional Banks ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 13 iShares US Regional Banks ETF shares in Q3 2022.
  • Heritage Financial Services first reported a position in iShares US Regional Banks ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's iShares US Regional Banks ETF position peaked at $0 in Q2 2022.
  • 134 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.