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Howe & Rusling’s iShares US Regional Banks ETF IAT Stock Holding History

Howe & Rusling’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
Q3 		– Sell
-3,665
Closed -$124K – 323
2023
Q2 		$124K Buy
+3,665
New +$123K 0.01% 236

Other funds holding IAT

RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Howe & Rusling's IAT Position: Q3 2023 in Review

Howe & Rusling sold out of iShares US Regional Banks ETF (IAT) in Q3 2023, closing a stake of 3,665 shares — an estimated $124K sold.

Howe & Rusling first reported a position in IAT in Q2 2023 and held it in 1 quarter. The position peaked at $124K in Q2 2023. 158 funds tracked by Wall St. Rank hold IAT as of Q3 2023.

  • Howe & Rusling reported no remaining iShares US Regional Banks ETF position as of Q3 2023 after selling out during the quarter.
  • Howe & Rusling sold 3,665 iShares US Regional Banks ETF shares in Q3 2023, an estimated $124K.
  • Howe & Rusling first reported a position in iShares US Regional Banks ETF in Q2 2023 and held it in 1 quarter.
  • Howe & Rusling's iShares US Regional Banks ETF position peaked at $124K in Q2 2023.
  • 158 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2023.

Based on Howe & Rusling's 13F filing for Q3 2023, filed 9 Nov 2023.