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Howard Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

Howard Wealth Management’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
2020
Q1 		– Sell
-250
Closed -$12K – 276
2019
Q4 		$12K Buy
+250
New +$12.2K 0.01% 313

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Howard Wealth Management's IAT Position: Q1 2020 in Review

Howard Wealth Management sold out of iShares US Regional Banks ETF (IAT) in Q1 2020, closing a stake of 250 shares — an estimated $12K sold.

Howard Wealth Management first reported a position in IAT in Q4 2019 and held it in 1 quarter. The position peaked at $12K in Q4 2019. 90 funds tracked by Wall St. Rank hold IAT as of Q1 2020.

  • Howard Wealth Management reported no remaining iShares US Regional Banks ETF position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 250 iShares US Regional Banks ETF shares in Q1 2020, an estimated $12K.
  • Howard Wealth Management first reported a position in iShares US Regional Banks ETF in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's iShares US Regional Banks ETF position peaked at $12K in Q4 2019.
  • 90 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.