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Legacy Wealth Planning’s iShares US Regional Banks ETF IAT Stock Holding History

Legacy Wealth Planning’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
Q2 		– Sell
-3,790
Closed -$223K – 96
2022
Q1 		$223K Sell
3,790
-172
-4% -$10.9K 0.26% 88
2021
Q4 		$245K Sell
3,962
-130
-3% -$8.22K 0.28% 77
2021
Q3 		$248K Sell
4,092
-300
-7% -$17.3K 0.28% 81
2021
Q2 		$253K Hold
4,392
– – 0.29% 75
2021
Q1 		$249K Buy
+4,392
New +$232K 0.32% 68
2020
Q1 		– Sell
-4,454
Closed -$227K – 79
2019
Q4 		$227K Buy
+4,454
New +$217K 0.26% 68

Other funds holding IAT

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legacy Wealth Planning's IAT Position: Q2 2022 in Review

Legacy Wealth Planning sold out of iShares US Regional Banks ETF (IAT) in Q2 2022, closing a stake of 3,790 shares — an estimated $223K sold.

Legacy Wealth Planning first reported a position in IAT in Q4 2019 and held it in 6 quarters. The position peaked at $253K in Q2 2021. 140 funds tracked by Wall St. Rank hold IAT as of Q2 2022.

  • Legacy Wealth Planning reported no remaining iShares US Regional Banks ETF position as of Q2 2022 after selling out during the quarter.
  • Legacy Wealth Planning sold 3,790 iShares US Regional Banks ETF shares in Q2 2022, an estimated $223K.
  • Legacy Wealth Planning first reported a position in iShares US Regional Banks ETF in Q4 2019 and held it in 6 quarters.
  • Legacy Wealth Planning's iShares US Regional Banks ETF position peaked at $253K in Q2 2021.
  • 140 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2022.

Based on Legacy Wealth Planning's 13F filing for Q2 2022, filed 26 Jul 2022.