TrustCore Financial Services’s iShares US Regional Banks ETF IAT Stock Holding History

TrustCore Financial Services’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
2021 Q1	–	Sell	-33	Closed	-$1K	–	953
2020 Q4	$1K	Hold	33	–	–	﹤0.01%	868
2020 Q3	$1K	Hold	33	–	–	﹤0.01%	803
2020 Q2	$1K	Hold	33	–	–	﹤0.01%	843
2020 Q1	$1K	Hold	33	–	–	﹤0.01%	827
2019 Q4	$2K	Hold	33	–	–	﹤0.01%	825
2019 Q3	$2K	Hold	33	–	–	﹤0.01%	861
2019 Q2	$2K	Hold	33	–	–	﹤0.01%	841
2019 Q1	$1K	Buy	+33	New	+$1.49K	﹤0.01%	803

Other funds holding IAT

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

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

TrustCore Financial Services's IAT Position: Q1 2021 in Review

TrustCore Financial Services sold out of iShares US Regional Banks ETF (IAT) in Q1 2021, closing a stake of 33 shares — an estimated $1K sold.

TrustCore Financial Services first reported a position in IAT in Q1 2019 and held it in 8 quarters. The position peaked at $2K in Q4 2019. 134 funds tracked by Wall St. Rank hold IAT as of Q1 2021.

TrustCore Financial Services reported no remaining iShares US Regional Banks ETF position as of Q1 2021 after selling out during the quarter.
TrustCore Financial Services sold 33 iShares US Regional Banks ETF shares in Q1 2021, an estimated $1K.
TrustCore Financial Services first reported a position in iShares US Regional Banks ETF in Q1 2019 and held it in 8 quarters.
TrustCore Financial Services's iShares US Regional Banks ETF position peaked at $2K in Q4 2019.
134 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2021.

Based on TrustCore Financial Services's 13F filing for Q1 2021, filed 30 Apr 2021.