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

Kelly 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
2024 Q3	–	Sell	-297	Closed	-$12.3K	–	380
2024 Q2	$12.3K	Hold	297	–	–	﹤0.01%	399
2024 Q1	$12.9K	Hold	297	–	–	﹤0.01%	391
2023 Q4	$12.4K	Buy	297 +8	+3%	+$287	0.01%	367
2023 Q3	$9.71K	Hold	289	–	–	﹤0.01%	375
2023 Q2	$9.78K	Buy	+289	New	+$9.71K	﹤0.01%	368
2021 Q2	–	Sell	-183	Closed	-$10.4K	–	647
2021 Q1	$10.4K	Hold	183	–	–	0.01%	297
2020 Q4	$8.3K	Hold	183	–	–	0.01%	302
2020 Q3	$5.99K	Hold	183	–	–	﹤0.01%	314
2020 Q2	$6.19K	Hold	183	–	–	﹤0.01%	305
2020 Q1	$5.29K	Hold	183	–	–	0.01%	290
2019 Q4	$9.33K	Hold	183	–	–	0.01%	236
2019 Q3	$8.52K	Hold	183	–	–	0.01%	241
2019 Q2	$8.4K	Hold	183	–	–	0.01%	240
2019 Q1	$7.95K	Buy	+183	New	+$8.26K	0.01%	247

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kelly Financial Services's IAT Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares US Regional Banks ETF (IAT) in Q3 2024, closing a stake of 297 shares — an estimated $12.3K sold.

Kelly Financial Services first reported a position in IAT in Q1 2019 and held it in 14 quarters. The position peaked at $12.9K in Q1 2024. 157 funds tracked by Wall St. Rank hold IAT as of Q3 2024.

Kelly Financial Services reported no remaining iShares US Regional Banks ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 297 iShares US Regional Banks ETF shares in Q3 2024, an estimated $12.3K.
Kelly Financial Services first reported a position in iShares US Regional Banks ETF in Q1 2019 and held it in 14 quarters.
Kelly Financial Services's iShares US Regional Banks ETF position peaked at $12.9K in Q1 2024.
157 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.