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

V 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
2019
Q3 		– Sell
-4,605
Closed -$210K – 308
2019
Q2 		$210K Sell
4,605
-1,010
-18% -$46.1K 0.08% 254
2019
Q1 		$261K Hold
5,615
– – 0.11% 197
2018
Q4 		$235K Sell
5,615
-462
-8% -$20.9K 0.12% 181
2018
Q3 		$299K Buy
+6,077
New +$311K 0.14% 170

Other funds holding IAT

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

V Wealth Advisors's IAT Position: Q3 2019 in Review

V Wealth Advisors sold out of iShares US Regional Banks ETF (IAT) in Q3 2019, closing a stake of 4,605 shares — an estimated $210K sold.

V Wealth Advisors first reported a position in IAT in Q3 2018 and held it in 4 quarters. The position peaked at $299K in Q3 2018. 104 funds tracked by Wall St. Rank hold IAT as of Q3 2019.

  • V Wealth Advisors reported no remaining iShares US Regional Banks ETF position as of Q3 2019 after selling out during the quarter.
  • V Wealth Advisors sold 4,605 iShares US Regional Banks ETF shares in Q3 2019, an estimated $210K.
  • V Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q3 2018 and held it in 4 quarters.
  • V Wealth Advisors's iShares US Regional Banks ETF position peaked at $299K in Q3 2018.
  • 104 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2019.

Based on V Wealth Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.