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Personal Wealth Partners’s iShares US Regional Banks ETF IAT Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-800
Closed -$46K – 212
2021
Q2 		$46K Buy
+800
New +$47.4K 0.02% 157

Other funds holding IAT

Bank of America
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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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Personal Wealth Partners's IAT Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares US Regional Banks ETF (IAT) in Q3 2021, closing a stake of 800 shares — an estimated $46K sold.

Personal Wealth Partners first reported a position in IAT in Q2 2021 and held it in 1 quarter. The position peaked at $46K in Q2 2021. 133 funds tracked by Wall St. Rank hold IAT as of Q3 2021.

  • Personal Wealth Partners reported no remaining iShares US Regional Banks ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 800 iShares US Regional Banks ETF shares in Q3 2021, an estimated $46K.
  • Personal Wealth Partners first reported a position in iShares US Regional Banks ETF in Q2 2021 and held it in 1 quarter.
  • Personal Wealth Partners's iShares US Regional Banks ETF position peaked at $46K in Q2 2021.
  • 133 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.