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River Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-1,071
Closed -$43K – 302
2018
Q4 		$43K Hold
1,071
– – 0.02% 260
2018
Q3 		$52K Buy
1,071
+195
+22% +$9.97K 0.02% 275
2018
Q2 		$43K Buy
+876
New +$44.8K 0.02% 285

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCMNY
Howard Capital Management (New York) New York $891M AUM 34.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

River Wealth Advisors's IAT Position: Q1 2019 in Review

River Wealth Advisors sold out of iShares US Regional Banks ETF (IAT) in Q1 2019, closing a stake of 1,071 shares — an estimated $43K sold.

River Wealth Advisors first reported a position in IAT in Q2 2018 and held it in 3 quarters. The position peaked at $52K in Q3 2018. 123 funds tracked by Wall St. Rank hold IAT as of Q1 2019.

  • River Wealth Advisors reported no remaining iShares US Regional Banks ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 1,071 iShares US Regional Banks ETF shares in Q1 2019, an estimated $43K.
  • River Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's iShares US Regional Banks ETF position peaked at $52K in Q3 2018.
  • 123 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.