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

Mascoma 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
2022
Q3 		– Sell
-9
Closed – – 612
2022
Q2 		$0 Buy
+9
New +$480 ﹤0.01% 623

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Wells Fargo
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LPL Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mascoma Wealth Management's IAT Position: Q3 2022 in Review

Mascoma Wealth Management sold out of iShares US Regional Banks ETF (IAT) in Q3 2022, closing a stake of 9 shares.

Mascoma Wealth Management first reported a position in IAT in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 134 funds tracked by Wall St. Rank hold IAT as of Q3 2022.

  • Mascoma Wealth Management reported no remaining iShares US Regional Banks ETF position as of Q3 2022 after selling out during the quarter.
  • Mascoma Wealth Management sold 9 iShares US Regional Banks ETF shares in Q3 2022.
  • Mascoma Wealth Management first reported a position in iShares US Regional Banks ETF in Q2 2022 and held it in 1 quarter.
  • Mascoma Wealth Management's iShares US Regional Banks ETF position peaked at $0 in Q2 2022.
  • 134 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2022.

Based on Mascoma Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.