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Phocas Financial Corp’s iShares US Regional Banks ETF IAT Stock Holding History

Phocas Financial Corp’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
Q1 		– Sell
-6,295
Closed -$389K – 217
2021
Q4 		$389K Hold
6,295
– – 0.05% 169
2021
Q3 		$381K Hold
6,295
– – 0.05% 180
2021
Q2 		$362K Hold
6,295
– – 0.05% 187
2021
Q1 		$356K Buy
+6,295
New +$333K 0.05% 179
2020
Q4 		– Hold
0
– – – 179

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Phocas Financial Corp's IAT Position: Q1 2022 in Review

Phocas Financial Corp sold out of iShares US Regional Banks ETF (IAT) in Q1 2022, closing a stake of 6,295 shares — an estimated $389K sold.

Phocas Financial Corp first reported a position in IAT in Q1 2021 and held it in 4 quarters. The position peaked at $389K in Q4 2021. 169 funds tracked by Wall St. Rank hold IAT as of Q1 2022.

  • Phocas Financial Corp reported no remaining iShares US Regional Banks ETF position as of Q1 2022 after selling out during the quarter.
  • Phocas Financial Corp sold 6,295 iShares US Regional Banks ETF shares in Q1 2022, an estimated $389K.
  • Phocas Financial Corp first reported a position in iShares US Regional Banks ETF in Q1 2021 and held it in 4 quarters.
  • Phocas Financial Corp's iShares US Regional Banks ETF position peaked at $389K in Q4 2021.
  • 169 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2022.

Based on Phocas Financial Corp's 13F filing for Q1 2022, filed 25 May 2022.