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

WealthPLAN 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
2023 Q3	–	Sell	-600	Closed	-$20.3K	–	672
2023 Q2	$20.3K	Hold	600	–	–	﹤0.01%	672
2023 Q1	$21.5K	Buy	+600	New	+$28K	﹤0.01%	712
2017 Q2	–	Sell	-2,445	Closed	-$107K	–	293
2017 Q1	$107K	Buy	+2,445	New	+$113K	0.37%	50
2016 Q3	$386K	Sell	10,925 -10,925	-50%	-$375K	0.13%	100
2016 Q2	$355K	Buy	+21,850	New	+$727K	0.05%	258
2015 Q4	$383K	Buy	+32,775	New	+$1.16M	0.06%	185
2015 Q2	$814K	Sell	22,244 -41,268	-65%	-$1.48M	0.36%	40
2015 Q1	$2.21M	Buy	+63,512	New	+$2.16M	1.03%	22

Other funds holding IAT

Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

Bank of America

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

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.36B AUM 18.37% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return