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Silver Oak Securities’s iShares US Regional Banks ETF IAT Stock Holding History

Silver Oak Securities’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
2024
Q3 		– Sell
-6,083
Closed -$252K – 560
2024
Q2 		$252K Buy
6,083
+53
+0.9% +$2.19K 0.04% 327
2024
Q1 		$262K Sell
6,030
-3,359
-36% -$138K 0.04% 320
2023
Q4 		$393K Buy
+9,389
New +$337K 0.05% 324

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Silver Oak Securities's IAT Position: Q3 2024 in Review

Silver Oak Securities sold out of iShares US Regional Banks ETF (IAT) in Q3 2024, closing a stake of 6,083 shares — an estimated $252K sold.

Silver Oak Securities first reported a position in IAT in Q4 2023 and held it in 3 quarters. The position peaked at $393K in Q4 2023. 157 funds tracked by Wall St. Rank hold IAT as of Q3 2024.

  • Silver Oak Securities reported no remaining iShares US Regional Banks ETF position as of Q3 2024 after selling out during the quarter.
  • Silver Oak Securities sold 6,083 iShares US Regional Banks ETF shares in Q3 2024, an estimated $252K.
  • Silver Oak Securities first reported a position in iShares US Regional Banks ETF in Q4 2023 and held it in 3 quarters.
  • Silver Oak Securities's iShares US Regional Banks ETF position peaked at $393K in Q4 2023.
  • 157 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2024.

Based on Silver Oak Securities's 13F filing for Q3 2024, filed 23 Oct 2024.