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

Ropes 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
2022 Q4	–	Sell	-5,737	Closed	-$274K	–	273
2022 Q3	$274K	Hold	5,737	–	–	0.06%	205
2022 Q2	$283K	Hold	5,737	–	–	0.06%	220
2022 Q1	$338K	Hold	5,737	–	–	0.06%	230
2021 Q4	$354K	Buy	+5,737	New	+$363K	0.06%	202
2021 Q1	–	Sell	-3,036	Closed	-$138K	–	485
2020 Q4	$138K	Buy	+3,036	New	+$122K	0.02%	267

Other funds holding IAT

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ropes Wealth Advisors's IAT Position: Q4 2022 in Review

Ropes Wealth Advisors sold out of iShares US Regional Banks ETF (IAT) in Q4 2022, closing a stake of 5,737 shares — an estimated $274K sold.

Ropes Wealth Advisors first reported a position in IAT in Q4 2020 and held it in 5 quarters. The position peaked at $354K in Q4 2021. 139 funds tracked by Wall St. Rank hold IAT as of Q4 2022.

Ropes Wealth Advisors reported no remaining iShares US Regional Banks ETF position as of Q4 2022 after selling out during the quarter.
Ropes Wealth Advisors sold 5,737 iShares US Regional Banks ETF shares in Q4 2022, an estimated $274K.
Ropes Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q4 2020 and held it in 5 quarters.
Ropes Wealth Advisors's iShares US Regional Banks ETF position peaked at $354K in Q4 2021.
139 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2022.

Based on Ropes Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.