TCWP’s iShares US Regional Banks ETF IAT Stock Holding History

TCWP’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 Q2	–	Sell	-77	Closed	-$4K	–	938
2022 Q1	$4K	Buy	+77	New	+$4.88K	﹤0.01%	1121

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCWP's IAT Position: Q2 2022 in Review

TCWP sold out of iShares US Regional Banks ETF (IAT) in Q2 2022, closing a stake of 77 shares — an estimated $4K sold.

TCWP first reported a position in IAT in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 140 funds tracked by Wall St. Rank hold IAT as of Q2 2022.

TCWP reported no remaining iShares US Regional Banks ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 77 iShares US Regional Banks ETF shares in Q2 2022, an estimated $4K.
TCWP first reported a position in iShares US Regional Banks ETF in Q1 2022 and held it in 1 quarter.
TCWP's iShares US Regional Banks ETF position peaked at $4K in Q1 2022.
140 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.