Householder Group Estate & Retirement Specialist’s iShares US Regional Banks ETF IAT Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-592	Closed	-$28K	–	826
2024 Q3	$28K	Buy	592 +6	+1%	+$276	0.01%	606
2024 Q2	$24K	Sell	586 -1,021	-64%	-$42.2K	0.01%	640
2024 Q1	$69.7K	Buy	1,607 +12	+0.8%	+$492	0.02%	421
2023 Q4	$66K	Buy	1,595 +41	+3%	+$1.47K	0.02%	408
2023 Q3	$52.2K	Buy	+1,554	New	+$55.9K	0.02%	437
2023 Q1	$61K	Buy	+1,716	New	+$80.2K	0.02%	402
2022 Q4	–	Sell	-1,999	Closed	-$95K	–	661
2022 Q3	$95K	Buy	+1,999	New	+$104K	0.04%	283

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IAT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares US Regional Banks ETF (IAT) in Q4 2024, closing a stake of 592 shares — an estimated $28K sold.

Householder Group Estate & Retirement Specialist first reported a position in IAT in Q3 2022 and held it in 7 quarters. The position peaked at $95K in Q3 2022. 196 funds tracked by Wall St. Rank hold IAT as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares US Regional Banks ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 592 iShares US Regional Banks ETF shares in Q4 2024, an estimated $28K.
Householder Group Estate & Retirement Specialist first reported a position in iShares US Regional Banks ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares US Regional Banks ETF position peaked at $95K in Q3 2022.
196 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.