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Sweet Financial Partners’s iShares US Regional Banks ETF IAT Stock Holding History

Sweet Financial Partners’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 		$718K Sell
15,100
-935
-6% -$43K 0.16% 104
2024
Q2 		$665K Sell
16,035
-280
-2% -$11.6K 0.15% 102
2024
Q1 		$708K Hold
16,315
– – 0.16% 100
2023
Q4 		$683K Hold
16,315
– – 0.16% 96
2023
Q3 		$548K Buy
16,315
+255
+2% +$9.18K 0.15% 96
2023
Q2 		$544K Buy
16,060
+5,950
+59% +$200K 0.14% 102
2023
Q1 		$362K Buy
+10,110
New +$472K 0.1% 124

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sweet Financial Partners's IAT Position: Q3 2024 in Review

Sweet Financial Partners reduced its iShares US Regional Banks ETF (IAT) stake by 5.8% in Q3 2024, selling an estimated $43K and leaving 15,100 shares worth $718K. The position accounts for 0.16% of the portfolio, ranked #104.

Sweet Financial Partners first reported a position in IAT in Q1 2023 and has held it in 7 quarters since. 157 funds tracked by Wall St. Rank hold IAT as of Q3 2024.

  • Sweet Financial Partners held 15,100 shares of iShares US Regional Banks ETF worth $718K as of Q3 2024.
  • Sweet Financial Partners sold 935 iShares US Regional Banks ETF shares in Q3 2024, an estimated $43K.
  • iShares US Regional Banks ETF made up 0.16% of Sweet Financial Partners's portfolio in Q3 2024, its #104 holding.
  • Sweet Financial Partners first reported a position in iShares US Regional Banks ETF in Q1 2023 and has held it in 7 quarters since.
  • 157 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.