Private Capital Group’s iShares US Regional Banks ETF IAT Stock Holding History

Private Capital Group’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 Q2	–	Sell	-600	Closed	-$35K	–	1979
2022 Q1	$35K	Hold	600	–	–	0.01%	786
2021 Q4	$37K	Hold	600	–	–	0.01%	809
2021 Q3	$36K	Hold	600	–	–	0.01%	817
2021 Q2	$35K	Hold	600	–	–	0.01%	819
2021 Q1	$34K	Hold	600	–	–	0.01%	795
2020 Q4	$27K	Hold	600	–	–	0.01%	1054
2020 Q3	$20K	Hold	600	–	–	﹤0.01%	1092
2020 Q2	$20K	Hold	600	–	–	﹤0.01%	1104
2020 Q1	$17K	Hold	600	–	–	﹤0.01%	1082
2019 Q4	$30K	Hold	600	–	–	0.01%	955
2019 Q3	$28K	Hold	600	–	–	0.01%	1026
2019 Q2	$30K	Hold	600	–	–	0.01%	892
2019 Q1	$26K	Hold	600	–	–	﹤0.01%	1064
2018 Q4	$24K	Hold	600	–	–	0.01%	1012
2018 Q3	$29K	Hold	600	–	–	0.01%	975
2018 Q2	$29K	Hold	600	–	–	0.01%	940
2018 Q1	$30K	Hold	600	–	–	0.01%	904
2017 Q4	$30K	Buy	+600	New	+$28.8K	0.01%	890

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Capital Group's IAT Position: Q2 2022 in Review

Private Capital Group sold out of iShares US Regional Banks ETF (IAT) in Q2 2022, closing a stake of 600 shares — an estimated $35K sold.

Private Capital Group first reported a position in IAT in Q4 2017 and held it in 18 quarters. The position peaked at $37K in Q4 2021. 140 funds tracked by Wall St. Rank hold IAT as of Q2 2022.

Private Capital Group reported no remaining iShares US Regional Banks ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 600 iShares US Regional Banks ETF shares in Q2 2022, an estimated $35K.
Private Capital Group first reported a position in iShares US Regional Banks ETF in Q4 2017 and held it in 18 quarters.
Private Capital Group's iShares US Regional Banks ETF position peaked at $37K in Q4 2021.
140 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.