Want to track IAT and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
iShares U.S. Regional Banks ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Jeff Ameen Spire Wealth Management | 725 | $33,806.75 | $45,820 | $12,013.25 | 35.54% |
 Alexandria Fry Dentgroup LLC | 8,089 | $272,760.49 | $517,331.99 | $244,571.5 | 89.67% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 4,189 | $225,536 | $269,185.14 | $43,649.14 | 19.35% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,704 | $81,096.18 | $108,868.56 | $27,772.38 | 34.25% |
| RPS Ryan P. Sawyer Viewpoint Capital Management LLC | 7,290 | $244,944 | $466,086.15 | $221,142.15 | 90.28% |
 John Gorlow Cardiff Park Advisors LLC | 2,457 | $90,456.43 | $156,977.73 | $66,521.3 | 73.54% |
| SP Samantha Pierangeli City State Bank | 1,050 | $42,820.25 | $67,362.75 | $24,542.5 | 57.32% |
| WJ William Jollie Quent Capital LLC | 445 | $23,375.85 | $28,809.3 | $5,433.45 | 23.24% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 9,140 | $352,857.6 | $591,723.6 | $238,866 | 67.69% |
 Amanda Hawley Atria Wealth Solutions Inc. | 8,207 | $413,304.52 | $533,701.21 | $120,396.69 | 29.13% |
| EL Edward Lowndes Angeles Wealth Management LLC | 59 | $2,111.61 | $3,817.38 | $1,705.77 | 80.78% |
| VL Victoria Latham Fiduciary Alliance LLC | 6,550 | $326,042.37 | $425,946.5 | $99,904.13 | 30.64% |
| SR Scott Register Register Financial Advisors LLC | 300 | $16,545 | $18,960 | $2,415 | 14.6% |
 Jeffrey Hanson Breakwater Capital Group | 5,552 | $243,056.46 | $361,879.36 | $118,822.9 | 48.89% |
 Christopher C. Powers Farther Finance Advisors, LLC | 1,939 | $101,860.58 | $124,600.14 | $22,739.56 | 22.32% |
 Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 148 | $7,028 | $9,477.92 | $2,449.92 | 34.86% |
 Kevin Bresler TD Waterhouse Canada Inc. | 174 | $9,478 | $11,360.46 | $1,882.46 | 19.86% |
 Curtis Burkholder Bare Financial Services, Inc | 1,376 | $61,343.17 | $89,811.52 | $28,468.35 | 46.41% |
 Leslie D. Thompson Spectrum Wealth Counsel, LLC | 11,809 | $563,356.99 | $769,002.08 | $205,645.09 | 36.5% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 45,620 | $2.26M | $2.97M | $710,075.3 | 31.41% |
