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SPC Financial Inc’s iShares US Regional Banks ETF IAT Stock Holding History

SPC Financial Inc’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
-4,362
Closed -$208K – 203
2022
Q3 		$208K Sell
4,362
-2,315
-35% -$120K 0.03% 183
2022
Q2 		$329K Sell
6,677
-322,912
-98% -$17.2M 0.04% 154
2022
Q1 		$19.4M Buy
329,589
+2,807
+0.9% +$178K 2.25% 15
2021
Q4 		$20.2M Buy
326,782
+4,343
+1% +$275K 2.25% 14
2021
Q3 		$19.5M Sell
322,439
-40,894
-11% -$2.35M 2.42% 13
2021
Q2 		$20.9M Buy
363,333
+11,451
+3% +$679K 2.54% 11
2021
Q1 		$19.9M Buy
+351,882
New +$18.6M 2.63% 11
2018
Q4 		– Sell
-273,220
Closed -$13.4M – 130
2018
Q3 		$13.4M Buy
273,220
+10,635
+4% +$544K 2.68% 11
2018
Q2 		$12.9M Buy
262,585
+5,814
+2% +$297K 2.82% 9
2018
Q1 		$12.9M Buy
256,771
+5,913
+2% +$309K 2.95% 10
2017
Q4 		$12.4M Buy
250,858
+2,748
+1% +$132K 2.86% 9
2017
Q3 		$11.7M Buy
248,110
+2,540
+1% +$115K 2.9% 9
2017
Q2 		$11.2M Buy
245,570
+25,660
+12% +$1.14M 2.96% 7
2017
Q1 		$9.85M Buy
+219,910
New +$10.2M 2.75% 13

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SPC Financial Inc's IAT Position: Q4 2022 in Review

SPC Financial Inc sold out of iShares US Regional Banks ETF (IAT) in Q4 2022, closing a stake of 4,362 shares — an estimated $208K sold.

SPC Financial Inc first reported a position in IAT in Q1 2017 and held it in 14 quarters. The position peaked at $20.9M in Q2 2021. 139 funds tracked by Wall St. Rank hold IAT as of Q4 2022.

  • SPC Financial Inc reported no remaining iShares US Regional Banks ETF position as of Q4 2022 after selling out during the quarter.
  • SPC Financial Inc sold 4,362 iShares US Regional Banks ETF shares in Q4 2022, an estimated $208K.
  • SPC Financial Inc first reported a position in iShares US Regional Banks ETF in Q1 2017 and held it in 14 quarters.
  • SPC Financial Inc's iShares US Regional Banks ETF position peaked at $20.9M in Q2 2021.
  • 139 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2022.

Based on SPC Financial Inc's 13F filing for Q4 2022, filed 1 Feb 2023.