Money Concepts Capital’s iShares US Regional Banks ETF IAT Stock Holding History

Money Concepts Capital’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 Q4	–	Sell	-6,900	Closed	-$328K	–	411
2024 Q3	$328K	Hold	6,900	–	–	0.02%	331
2024 Q2	$286K	Sell	6,900 -100	-1%	-$4.14K	0.02%	332
2024 Q1	$304K	Sell	7,000 -44,037	-86%	-$1.81M	0.03%	332
2023 Q4	$2.14M	Buy	51,037 +43,937	+619%	+$1.58M	0.2%	127
2023 Q3	$239K	Hold	7,100	–	–	0.03%	316
2023 Q2	$240K	Sell	7,100 -50,635	-88%	-$1.7M	0.02%	329
2023 Q1	$2.07M	Buy	57,735 +50,363	+683%	+$2.35M	0.12%	150
2022 Q4	$351K	Buy	+7,372	New	+$362K	0.02%	516
2022 Q2	–	Sell	-172	Closed	-$10K	–	1995
2022 Q1	$10K	Buy	+172	New	+$10.9K	﹤0.01%	1939

Other funds holding IAT

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Money Concepts Capital's IAT Position: Q4 2024 in Review

Money Concepts Capital sold out of iShares US Regional Banks ETF (IAT) in Q4 2024, closing a stake of 6,900 shares — an estimated $328K sold.

Money Concepts Capital first reported a position in IAT in Q1 2022 and held it in 9 quarters. The position peaked at $2.14M in Q4 2023. 195 funds tracked by Wall St. Rank hold IAT as of Q4 2024.

Money Concepts Capital reported no remaining iShares US Regional Banks ETF position as of Q4 2024 after selling out during the quarter.
Money Concepts Capital sold 6,900 iShares US Regional Banks ETF shares in Q4 2024, an estimated $328K.
Money Concepts Capital first reported a position in iShares US Regional Banks ETF in Q1 2022 and held it in 9 quarters.
Money Concepts Capital's iShares US Regional Banks ETF position peaked at $2.14M in Q4 2023.
195 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2024.

Based on Money Concepts Capital's 13F filing for Q4 2024, filed 27 Jan 2025.