Westside Investment Management’s iShares US Regional Banks ETF IAT Stock Holding History

Westside Investment Management’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
2019 Q2	$15	Buy	+340	New	+$15.5K	﹤0.01%	421

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Westside Investment Management's IAT Position: Q2 2019 in Review

Westside Investment Management opened a new position in iShares US Regional Banks ETF (IAT) in Q2 2019: 340 shares worth $15. The stake represents ﹤0.01% of the portfolio and ranks #421 among its holdings.

115 funds tracked by Wall St. Rank hold IAT as of Q2 2019.

Westside Investment Management held 340 shares of iShares US Regional Banks ETF worth $15 as of Q2 2019.
iShares US Regional Banks ETF was a new Westside Investment Management position in Q2 2019.
iShares US Regional Banks ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2019, its #421 holding.
115 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2019.

Based on Westside Investment Management's 13F filing for Q2 2019, filed 24 Jul 2019.