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Planned Solutions’s iShares US Regional Banks ETF IAT Stock Holding History

Planned Solutions’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
-711
Closed -$33.8K – 345
2024
Q3 		$33.8K Buy
+711
New +$32.7K 0.01% 344
2024
Q1 		– Sell
-711
Closed -$29.7K – 289
2023
Q4 		$29.7K Buy
+711
New +$25.5K 0.01% 342

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Planned Solutions's IAT Position: Q4 2024 in Review

Planned Solutions sold out of iShares US Regional Banks ETF (IAT) in Q4 2024, closing a stake of 711 shares — an estimated $33.8K sold.

Planned Solutions first reported a position in IAT in Q4 2023 and held it in 2 quarters. The position peaked at $33.8K in Q3 2024. 195 funds tracked by Wall St. Rank hold IAT as of Q4 2024.

  • Planned Solutions reported no remaining iShares US Regional Banks ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 711 iShares US Regional Banks ETF shares in Q4 2024, an estimated $33.8K.
  • Planned Solutions first reported a position in iShares US Regional Banks ETF in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's iShares US Regional Banks ETF position peaked at $33.8K in Q3 2024.
  • 195 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.