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Wealth Management Partners’s iShares US Regional Banks ETF IAT Stock Holding History

Wealth Management Partners’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
2024
Q2 		– Sell
-12,875
Closed -$559K – 114
2024
Q1 		$559K Buy
12,875
+80
+0.6% +$3.28K 0.28% 66
2023
Q4 		$535K Sell
12,795
-426
-3% -$15.3K 0.3% 66
2023
Q3 		$444K Buy
13,221
+691
+6% +$24.9K 0.28% 68
2023
Q2 		$424K Buy
12,530
+1,318
+12% +$44.3K 0.27% 73
2023
Q1 		$401K Buy
+11,212
New +$524K 0.28% 70

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Management Partners's IAT Position: Q2 2024 in Review

Wealth Management Partners sold out of iShares US Regional Banks ETF (IAT) in Q2 2024, closing a stake of 12,875 shares — an estimated $559K sold.

Wealth Management Partners first reported a position in IAT in Q1 2023 and held it in 5 quarters. The position peaked at $559K in Q1 2024. 149 funds tracked by Wall St. Rank hold IAT as of Q2 2024.

  • Wealth Management Partners reported no remaining iShares US Regional Banks ETF position as of Q2 2024 after selling out during the quarter.
  • Wealth Management Partners sold 12,875 iShares US Regional Banks ETF shares in Q2 2024, an estimated $559K.
  • Wealth Management Partners first reported a position in iShares US Regional Banks ETF in Q1 2023 and held it in 5 quarters.
  • Wealth Management Partners's iShares US Regional Banks ETF position peaked at $559K in Q1 2024.
  • 149 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2024.

Based on Wealth Management Partners's 13F filing for Q2 2024, filed 12 Jul 2024.