WE
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Wealth Effects’s iShares US Regional Banks ETF IAT Stock Holding History

Wealth Effects’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
2023
Q1 		– Sell
-4,224
Closed -$201K – 202
2022
Q4 		$201K Buy
4,224
+3
+0.1% +$147 0.11% 167
2022
Q3 		$202K Sell
4,221
-399
-9% -$20.7K 0.12% 161
2022
Q2 		$228K Buy
4,620
+2
+0% +$107 0.14% 152
2022
Q1 		$272K Buy
4,618
+1
+0% +$63 0.13% 150
2021
Q4 		$285K Buy
+4,617
New +$292K 0.12% 156

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Wealth Effects's IAT Position: Q1 2023 in Review

Wealth Effects sold out of iShares US Regional Banks ETF (IAT) in Q1 2023, closing a stake of 4,224 shares — an estimated $201K sold.

Wealth Effects first reported a position in IAT in Q4 2021 and held it in 5 quarters. The position peaked at $285K in Q4 2021. 154 funds tracked by Wall St. Rank hold IAT as of Q1 2023.

  • Wealth Effects reported no remaining iShares US Regional Banks ETF position as of Q1 2023 after selling out during the quarter.
  • Wealth Effects sold 4,224 iShares US Regional Banks ETF shares in Q1 2023, an estimated $201K.
  • Wealth Effects first reported a position in iShares US Regional Banks ETF in Q4 2021 and held it in 5 quarters.
  • Wealth Effects's iShares US Regional Banks ETF position peaked at $285K in Q4 2021.
  • 154 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2023.

Based on Wealth Effects's 13F filing for Q1 2023, filed 4 May 2023.