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

Northwest 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
2019
Q2 		– Sell
-26
Closed -$1K – 290
2019
Q1 		$1K Hold
26
– – ﹤0.01% 502
2018
Q4 		$1K Hold
26
– – ﹤0.01% 483
2018
Q3 		$1K Hold
26
– – ﹤0.01% 504
2018
Q2 		$1K Hold
26
– – ﹤0.01% 491
2018
Q1 		$1K Buy
+26
New +$1.36K ﹤0.01% 505

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwest Wealth Management's IAT Position: Q2 2019 in Review

Northwest Wealth Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2019, closing a stake of 26 shares — an estimated $1K sold.

Northwest Wealth Management first reported a position in IAT in Q1 2018 and held it in 5 quarters. The position peaked at $1K in Q1 2019. 115 funds tracked by Wall St. Rank hold IAT as of Q2 2019.

  • Northwest Wealth Management reported no remaining iShares US Regional Banks ETF position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 26 iShares US Regional Banks ETF shares in Q2 2019, an estimated $1K.
  • Northwest Wealth Management first reported a position in iShares US Regional Banks ETF in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's iShares US Regional Banks ETF position peaked at $1K in Q1 2019.
  • 115 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.