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Sowell Financial Services’s iShares US Regional Banks ETF IAT Stock Holding History

Sowell Financial Services’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
-14,026
Closed -$478K – 555
2023
Q3 		$478K Buy
+14,026
New +$505K 0.03% 406
2022
Q1 		– Sell
-11,254
Closed -$695K – 310
2021
Q4 		$695K Buy
+11,254
New +$711K 0.04% 387
2021
Q2 		– Sell
-4,070
Closed -$251K – 1516
2021
Q1 		$251K Buy
+4,070
New +$215K 0.01% 921

Other funds holding IAT

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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

Sowell Financial Services's IAT Position: Q4 2023 in Review

Sowell Financial Services sold out of iShares US Regional Banks ETF (IAT) in Q4 2023, closing a stake of 14,026 shares — an estimated $478K sold.

Sowell Financial Services first reported a position in IAT in Q1 2021 and held it in 3 quarters. The position peaked at $695K in Q4 2021. 183 funds tracked by Wall St. Rank hold IAT as of Q4 2023.

  • Sowell Financial Services reported no remaining iShares US Regional Banks ETF position as of Q4 2023 after selling out during the quarter.
  • Sowell Financial Services sold 14,026 iShares US Regional Banks ETF shares in Q4 2023, an estimated $478K.
  • Sowell Financial Services first reported a position in iShares US Regional Banks ETF in Q1 2021 and held it in 3 quarters.
  • Sowell Financial Services's iShares US Regional Banks ETF position peaked at $695K in Q4 2021.
  • 183 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2023.

Based on Sowell Financial Services's 13F filing for Q4 2023, filed 24 Jan 2024.