Realta Investment Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Realta Investment Advisors’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
2023 Q4	–	Sell	-106	Closed	-$3.58K	–	574
2023 Q3	$3.58K	Hold	106	–	–	﹤0.01%	735
2023 Q2	$3.58K	Buy	+106	New	+$3.56K	﹤0.01%	785
2023 Q1	–	Sell	-144	Closed	-$6.87K	–	584
2022 Q4	$6.87K	Buy	144 +1	+0.7%	+$49	﹤0.01%	750
2022 Q3	$7K	Buy	+143	New	+$7.43K	﹤0.01%	726
2019 Q3	–	Sell	-210	Closed	-$10K	–	1695
2019 Q2	$10K	Buy	210 +1	+0.5%	+$46	﹤0.01%	1138
2019 Q1	$9K	Buy	+209	New	+$9.43K	﹤0.01%	928

Other funds holding IAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Realta Investment Advisors's IAT Position: Q4 2023 in Review

Realta Investment Advisors sold out of iShares US Regional Banks ETF (IAT) in Q4 2023, closing a stake of 106 shares — an estimated $3.58K sold.

Realta Investment Advisors first reported a position in IAT in Q1 2019 and held it in 6 quarters. The position peaked at $10K in Q2 2019. 183 funds tracked by Wall St. Rank hold IAT as of Q4 2023.

Realta Investment Advisors reported no remaining iShares US Regional Banks ETF position as of Q4 2023 after selling out during the quarter.
Realta Investment Advisors sold 106 iShares US Regional Banks ETF shares in Q4 2023, an estimated $3.58K.
Realta Investment Advisors first reported a position in iShares US Regional Banks ETF in Q1 2019 and held it in 6 quarters.
Realta Investment Advisors's iShares US Regional Banks ETF position peaked at $10K in Q2 2019.
183 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.