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	–	291
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

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BIA

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthPLAN Partners's IAT Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares US Regional Banks ETF (IAT) in Q3 2023, closing a stake of 600 shares — an estimated $20.3K sold.

WealthPLAN Partners first reported a position in IAT in Q1 2015 and held it in 8 quarters. The position peaked at $2.21M in Q1 2015. 158 funds tracked by Wall St. Rank hold IAT as of Q3 2023.

WealthPLAN Partners reported no remaining iShares US Regional Banks ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 600 iShares US Regional Banks ETF shares in Q3 2023, an estimated $20.3K.
WealthPLAN Partners first reported a position in iShares US Regional Banks ETF in Q1 2015 and held it in 8 quarters.
WealthPLAN Partners's iShares US Regional Banks ETF position peaked at $2.21M in Q1 2015.
158 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.