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Richard C. Young & Co’s iShares US Regional Banks ETF IAT Stock Holding History

Richard C. Young & Co’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
-707,507
Closed -$23.8M – 77
2023
Q3 		$23.8M Sell
707,507
-1,064
-0.2% -$38.3K 3.38% 3
2023
Q2 		$24M Buy
+708,571
New +$23.8M 3.29% 3

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Richard C. Young & Co's IAT Position: Q4 2023 in Review

Richard C. Young & Co sold out of iShares US Regional Banks ETF (IAT) in Q4 2023, closing a stake of 707,507 shares — an estimated $23.8M sold.

Richard C. Young & Co first reported a position in IAT in Q2 2023 and held it in 2 quarters. The position peaked at $24M in Q2 2023. 183 funds tracked by Wall St. Rank hold IAT as of Q4 2023.

  • Richard C. Young & Co reported no remaining iShares US Regional Banks ETF position as of Q4 2023 after selling out during the quarter.
  • Richard C. Young & Co sold 707,507 iShares US Regional Banks ETF shares in Q4 2023, an estimated $23.8M.
  • Richard C. Young & Co first reported a position in iShares US Regional Banks ETF in Q2 2023 and held it in 2 quarters.
  • Richard C. Young & Co's iShares US Regional Banks ETF position peaked at $24M in Q2 2023.
  • 183 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2023.

Based on Richard C. Young & Co's 13F filing for Q4 2023, filed 12 Feb 2024.