SFWA
IAT icon

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

Summit Financial 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
2023
Q1 		– Sell
-17,588
Closed -$838K – 128
2022
Q4 		$838K Buy
+17,588
New +$863K 0.2% 59

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Summit Financial Wealth Advisors's IAT Position: Q1 2023 in Review

Summit Financial Wealth Advisors sold out of iShares US Regional Banks ETF (IAT) in Q1 2023, closing a stake of 17,588 shares — an estimated $838K sold.

Summit Financial Wealth Advisors first reported a position in IAT in Q4 2022 and held it in 1 quarter. The position peaked at $838K in Q4 2022. 154 funds tracked by Wall St. Rank hold IAT as of Q1 2023.

  • Summit Financial Wealth Advisors reported no remaining iShares US Regional Banks ETF position as of Q1 2023 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 17,588 iShares US Regional Banks ETF shares in Q1 2023, an estimated $838K.
  • Summit Financial Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q4 2022 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's iShares US Regional Banks ETF position peaked at $838K in Q4 2022.
  • 154 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2023.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.