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

Teamwork Financial 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
2022 Q2	–	Sell	-21,568	Closed	-$1.27M	–	225
2022 Q1	$1.27M	Sell	21,568 -12,229	-36%	-$775K	0.24%	83
2021 Q4	$2.09M	Buy	33,797 +928	+3%	+$58.7K	0.38%	48
2021 Q3	$1.99M	Sell	32,869 -185	-0.6%	-$10.6K	0.39%	45
2021 Q2	$1.9M	Buy	33,054 +5,151	+18%	+$306K	0.39%	48
2021 Q1	$1.58M	Sell	27,903 -2,308	-8%	-$122K	0.37%	50
2020 Q4	$1.37M	Buy	+30,211	New	+$1.22M	0.33%	58
2020 Q3	–	Sell	-27,768	Closed	-$939K	–	191
2020 Q2	$939K	Buy	+27,768	New	+$906K	0.34%	76

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

Teamwork Financial Advisors's IAT Position: Q2 2022 in Review

Teamwork Financial Advisors sold out of iShares US Regional Banks ETF (IAT) in Q2 2022, closing a stake of 21,568 shares — an estimated $1.27M sold.

Teamwork Financial Advisors first reported a position in IAT in Q2 2020 and held it in 7 quarters. The position peaked at $2.09M in Q4 2021. 140 funds tracked by Wall St. Rank hold IAT as of Q2 2022.

Teamwork Financial Advisors reported no remaining iShares US Regional Banks ETF position as of Q2 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 21,568 iShares US Regional Banks ETF shares in Q2 2022, an estimated $1.27M.
Teamwork Financial Advisors first reported a position in iShares US Regional Banks ETF in Q2 2020 and held it in 7 quarters.
Teamwork Financial Advisors's iShares US Regional Banks ETF position peaked at $2.09M in Q4 2021.
140 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2022.

Based on Teamwork Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.