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Wedbush Securities’s iShares US Regional Banks ETF IAT Stock Holding History

Wedbush Securities’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
-7,214
Closed -$313K – 1238
2024
Q1 		$313K Sell
7,214
-3,111
-30% -$128K 0.01% 857
2023
Q4 		$432K Sell
10,325
-868
-8% -$31.1K 0.02% 604
2023
Q3 		$376K Hold
11,193
– – 0.02% 622
2023
Q2 		$379K Buy
+11,193
New +$376K 0.02% 648

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $666B AUM 30.12% 1-Year Est. Return

Wedbush Securities's IAT Position: Q2 2024 in Review

Wedbush Securities sold out of iShares US Regional Banks ETF (IAT) in Q2 2024, closing a stake of 7,214 shares — an estimated $313K sold.

Wedbush Securities first reported a position in IAT in Q2 2023 and held it in 4 quarters. The position peaked at $432K in Q4 2023. 149 funds tracked by Wall St. Rank hold IAT as of Q2 2024.

  • Wedbush Securities reported no remaining iShares US Regional Banks ETF position as of Q2 2024 after selling out during the quarter.
  • Wedbush Securities sold 7,214 iShares US Regional Banks ETF shares in Q2 2024, an estimated $313K.
  • Wedbush Securities first reported a position in iShares US Regional Banks ETF in Q2 2023 and held it in 4 quarters.
  • Wedbush Securities's iShares US Regional Banks ETF position peaked at $432K in Q4 2023.
  • 149 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2024.

Based on Wedbush Securities's 13F filing for Q2 2024, filed 7 Aug 2024.